Author: Abbas

Nvidia Earnings Surge According to TechCrunch, “Nvidia’s record $57B revenue and upbeat forecast quiets AI bubble talk”, Nvidia posted $57B in Q3 with $51.2B from data centers and guided $65B for Q4; the keyword AI is driving Blackwell GPU demand and easing market fears. [TechCrunch](https://techcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/) Foxconn Supercluster According to Reuters, “Foxconn-Nvidia $1.4 billion Taiwan supercomputing…

Market Volatility According to Reuters, “Global tech shares falter as Nvidia-led rally stalls”, U.S. and global tech stocks cooled after Nvidia’s surge and chip names slid, spotlighting valuation risks; the essential keyword NVIDIA signals investor focus on AI-driven capital spending. ([reuters.com](https://www.reuters.com/world/asia-pacific/tech-shares-turbocharged-by-nvidias-stellar-earnings-2025-11-20/)) [Reuters](https://www.reuters.com/world/asia-pacific/tech-shares-turbocharged-by-nvidias-stellar-earnings-2025-11-20/) Federal AI Preemption According to Reuters, “Trump considering executive order to preempt state…

Berkshire’s Bet According to Reuters, “Alphabet shares hit record after Berkshire makes rare tech bet with $4.9 billion stake”, Berkshire’s purchase is being read as a rare vote of confidence in Alphabet’s cloud and generative AI strategy, lifting shares and calming risk sentiment; the essential focus is AI. [Reuters](https://www.reuters.com/business/google-parent-alphabets-shares-rally-after-berkshire-reveals-49-billion-stake-2025-11-17/) Visa Talent Race According to Forbes,…

Meta AI Shakeup According to Reuters, “Meta chief AI scientist Yann LeCun plans to exit to launch startup, FT reports”. The move could reshape Meta’s research focus and highlights AI as a strategic tension between long‑term science and product urgency. ([reuters.com](https://www.reuters.com/technology/meta-chief-ai-scientist-yann-lecun-plans-exit-launch-startup-ft-reports-2025-11-11/?utm_source=openai)) [Reuters](https://www.reuters.com/technology/meta-chief-ai-scientist-yann-lecun-plans-exit-launch-startup-ft-reports-2025-11-11/) SoftBank Pivot According to Reuters, “SoftBank’s $5.8 billion Nvidia stake sale stirs fresh…

AI Infrastructure Deal According to Reuters, “OpenAI turns to Amazon in $38 billion cloud services deal after restructuring”, the seven‑year pact gives OpenAI access to hundreds of thousands of Nvidia GPUs and marks a major shift in cloud compute supply for AI, reshaping compute competition and capacity. [Reuters](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/) ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/?utm_source=openai)) Wuzhen Summit Focus China.org.cn reports “Wuzhen…

New Glenn Launch According to TechCrunch, “Blue Origin plans second launch of New Glenn mega-rocket on November 9”, the NG‑2 mission will carry NASA’s ESCAPADE twin probes and a Viasat demo as the company eyes a Sunday LAUNCH from Cape Canaveral; a successful flight would mark New Glenn’s first operational mission. [TechCrunch](https://techcrunch.com/2025/11/05/blue-origin-plans-second-launch-of-new-glenn-mega-rocket-on-november-9/) Starlink Flight Spaceflight…

China Chip Ban According to The Information, “U.S. to block Nvidia from selling scaled‑back AI chips to China”, the White House told agencies to deny export licenses — a decisive EXPORTS move that deepens US–China tech decoupling and pressures global AI supply chains. ([investing.com](https://www.investing.com/news/stock-market-news/us-to-block-nvidia-from-selling-scaledback-ai-chips-to-china-the-information-4341058?utm_source=openai)) [The Information](https://www.investing.com/news/stock-market-news/us-to-block-nvidia-from-selling-scaledback-ai-chips-to-china-the-information-4341058) Meta Scam Revenue According to Reuters, “Meta is earning…

Google Investment According to Reuters, “Google to announce largest-ever investment plan for Germany, Handelsblatt reports”, the company will expand data centers and renewable-energy projects across Munich, Frankfurt and Berlin — a major INVESTMENT signaling deep cloud and infrastructure commitment. ([reuters.com](https://www.reuters.com/business/google-announce-largest-ever-investment-plan-germany-handelsblatt-reports-2025-11-06/?utm_source=openai)) [Reuters](https://www.reuters.com/business/google-announce-largest-ever-investment-plan-germany-handelsblatt-reports-2025-11-06/) AI Workforce Bill According to Nextgov, “Lawmakers propose requiring agencies, major firms to report…

OpenAI‑AWS Deal According to Reuters, “OpenAI turns to Amazon in $38 billion cloud services deal after restructuring”, the seven‑year agreement gives OpenAI access to hundreds of thousands of Nvidia GPUs and reconfigures cloud competition — a watershed for AI scale and commercial compute capacity. [Reuters](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/) Google Germany Investment According to Reuters, “Google to announce largest-ever…

AI Geopolitics According to the Financial Times, “Nvidia’s Jensen Huang says China ‘will win’ AI race with US”, Huang warned China could overtake the U.S., citing Western regulation and investment gaps; this spotlights urgent AI strategic and supply‑chain risks. [Financial Times](https://www.ft.com/content/c2293c5d-38bc-429a-a598-63ad4d882e53) Antitrust & App Stores According to The Verge, “Epic and Google agree to settle…