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When Berkshire Hathaway revealed a new multibillion-dollar stake in Alphabet, most observers initially viewed it as another major addition to Warren Buffett’s long-term portfolio. Yet the timing and strategic context suggest the investment could be more than a routine allocation. The world’s most influential value investor has chosen to back Alphabet at a moment when…
Global tech leaders recently packed Europe’s annual Web Summit held in Lisbon, Portugal, to talk artificial intelligence, robots and startups. The Web Summit 2025 takes place under the shadow of global tensions over cutting-edge hardware and software and the resources needed to build them. The four-day event is called “Davos for geeks” and is likely…
Pat Gelsinger, former Intel CEO who was ousted by board after disastrous performance earlier this year, recently shared his views on Nvidia’s decision to manufacture its most advanced AI chips – Blackwell in Arizona, US. Sharing a post on X (formerly known as Twitter), Gelsinger applauded the company stating that he is “pleased to see…
Nvidia’s China problem continues despite what appears to be a positive meeting between the US President Donald Trump and Chinese President Xi Jinping in South Korea. Trump told reporters aboard Air Force One as he left South Korea that the meeting with Xi was “amazing” and that “a lot of decisions were made.” But they…
In 2023, a Wall Street analyst summed up the AI hardware boom with a single brutal metaphor: “There’s a war going on out there in A.I., and Nvidia is the only arms dealer.” But what happens when the arms dealer’s own blood comes for the throne? Lisa Su — the soft-spoken engineer who once took…
China is tightening controls on chip imports at major ports, a report claims. This move will reportedly discourage the use of US products, specifically Nvidia’s AI processors, in the country. In recent weeks, Chinese customs officers have been mobilised to conduct stringent checks on semiconductor shipments nationwide, a report by The Financial Times, citing sources…
Goldman Sachs have a warning against Nvidia’s multibillion-dollar investments in companies like OpenAI and Intel. An analyst from the investment banking company has suggested that some of this revenue surge may not be entirely organic. Nvidia has committed major investments, including up to $100 billion for OpenAI and an additional $5 billion for Intel. These…
Zerodha CEO Nithin Kamath recently drew a parallel between the journey of his brokerage firm and that of Jensen Huang’s Nvidia, highlighting the importance of timing and perseverance in the success of any business. In a post on microblogging platform X (formerly Twitter), Kamath said: “I was just reading about Jensen Huang from Nvidia, he…
