China Export Controls
Breaking
AI
Markets
Nvidia’s $79B Quarter Tests Whether AI Infrastructure Boom Sustains or Peaks
Wednesday's Q1 earnings will reveal if hyperscaler capex momentum justifies $5.7T valuation or signals inflection in GenAI buildout cycle.
AI
Markets
Nvidia Hits $5.5 Trillion, Eclipsing Japan’s GDP in AI Infrastructure Concentration
Chipmaker's valuation now exceeds every national economy except the US and China, exposing single-vendor dependency as AI compute becomes geopolitical leverage.