Nvidia

Google Cloud

18 Dec 2025 · 3 min read

Google Tightens Grip on AI Infrastructure with Aggressive PyTorch/XLA Optimizations

By rapidly improving compatibility between PyTorch and its custom TPU chips, Google is eroding the 'software moat' that has long protected Nvidia's hardware dominance.

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AI Bubble

16 Dec 2025 · 3 min read

Global Markets Pivot: Investors Flee Overextended AI Stocks Amid Mounting Bubble Fears

A sharp rotation away from Big Tech is underway as earnings reports from Oracle and Broadcom expose the high costs of the AI boom, triggering warnings from central banks and industry leaders.

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Intel

16 Dec 2025 · 3 min read

Intel Nears $1.6 Billion Acquisition of SambaNova Systems to Challenge Nvidia Dominance

In a bid to regain ground in the AI hardware race, Intel is reportedly in advanced talks to acquire chip startup SambaNova for a fraction of its previous valuation.

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Nvidia

12 Dec 2025 · 3 min read

Washington Pivots: Trump Administration Approves Nvidia H200 Sales to China with Heavy Conditions

In a major reversal of tech policy, the White House greenlights advanced AI chip exports to China, introducing a 25% surcharge while simultaneously cracking down on black market smuggling rings.

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Jensen Huang

12 Dec 2025 · 4 min read

From Silicon Valley to Capitol Hill: Jensen Huang's Campaign for 'Sovereign AI' and Policy Influence

Nvidia's CEO is increasingly stepping into the political arena, navigating tensions between U.S. national security, export controls, and the global demand for AI infrastructure.

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