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...“If we are deprived of the Chinese market, we don’t have a contingency for that....
...That’s not the case with AI chips, they aren’t being put in a warehouse somewhere,” says Rasgon....
...For most developers, already steeped in Nvidia’s technology, the costs of switching don’t yet match the benefits....
...At the big coming-out event for Nvidia’s latest artificial intelligence chip this month, chief executive Jensen Huang shared the spotlight with only one other tech boss — and even then, only momentarily....
...“[Digital] is perceived as cheaper, which it isn’t necessarily,” he told an interviewer....
...However, “there wasn’t that fundamental underpinning — there weren’t real earnings, there weren’t solid cash flows”. “It was really very much excitement . . . Sizzle without steak,” she said....
...All that should give other shareholders confidence that these share sales don’t signal a market top....
...“But minorities face an unfair disadvantage,” Jensen comments....
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...The Cell strategy ultimately failed as Sony couldn’t recoup the massive manufacturing investment....
...“Working with Georg Jensen has allowed me the space to really hone my designs....
...America (still) has no industrial policy: Subsidies, tariffs and good intentions don’t add up to what is needed, argues Rana Foroohar....
...“You don’t want a cloud provider that’s beholden primarily to one model provider, you need a real choice . . . The events of the past 10 days have made that very clear.”...
...Nvidia chief executive Jensen Huang emphasised that the explosion of AI products was still in its early stages....
...The [deal-by-deal] management team won’t sit on their money, which is important in this environment,” said Swain....
...Habben Jensen said Hapag-Lloyd did not have any ships linked to Israel that sail through the affected region....
...You might say that’s perfectly reasonable, and that the CEO Jensen Huang is a genius walking on the face of the earth, and that they will continue dominating. And let’s face it, they have a head start....
...“Having roped-off rooms with staged furniture isn’t really something that everyone can connect to at all,” Munro said....
...But don’t just take my word for it, read the HTSI holiday guide. What are your plans for the next seven days, and what do you think is worth highlighting?...
...This combination wasn’t salted, however, which isn’t great news for the most prolific EJMR commenters: Lots of funny analysis comes from this....
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