Edge AI
AI
Technology
Nvidia’s Uber robotaxi deal signals shift from data centers to edge AI dominance
Partnership to power 30-city autonomous fleet by 2028 reveals Nvidia's bet that physical AI will outgrow hyperscaler revenue — but concentrates critical mobility infrastructure in a single vendor.
AI
Geopolitics
OpenAI’s Custom Chip Play Exposes AI Supply Chain’s Geopolitical Fault Lines
Partnership with Qualcomm, MediaTek, and Luxshare sends chip stocks surging — but builds critical dependencies on Taiwan and China.