The AI trade is back in the green after a volatile week as new reporting emerges of a massive $18B financing deal for an Oracle-tied data center. We dig into the massive U.S. AI spend and how compares to China’s advancing AI efforts.
Nov 14
Startup Losses Fuel AI Boom 11/14/25
<p>Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are the engine of the boom, and every dollar they burn on compute turns into revenue for a megacap player like Microsoft, ... Show More
5m 39s
Jul 2024
NVIDIA perd 200 milliards en 24h à cause de Trump ?
<p>Nvidia, après avoir récemment atteint le sommet de la capitalisation boursière, surpassant Microsoft et Apple, a subi une chute brutale. Dans une interview à Bloomberg Businessweek publiée mardi, Donald Trump, en pleine campagne présidentielle, a déclaré qu'il ne défendrait Ta ... Show More
2m 8s
Mar 2025
Deep Dive: Why Nvidia’s Future is in Trump’s Hands
<p>Nvidia is caught in a geopolitical storm, with U.S. export restrictions, rising competition from China’s DeepSeek, and pressure from both Wall Street and Washington. Now, the Trump administration faces a critical decision: tighten AI restrictions even further or ease up to kee ... Show More
8m 59s
Sep 29
20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross, Groq Founder
<p dir="ltr">Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable ... Show More
1h 21m