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Executive Remarks Recast AI Race: Huang’s China Warning, Nadella’s Power Bottleneck, OpenAI’s Funding Clarification

Investors are recalibrating as power constraints eclipse chip counts.

Nexperia Clash Escalates as China Unit Rejects HQ Orders and Company Rebukes Ousted CEO

Nvidia Tops Q2 Estimates and Lifts Outlook as Shares Ease on China Uncertainty

Trump Administration Considers Stake in Intel to Accelerate US Chip Production

China Probes Nvidia H20 Chips as U.S. Licenses Delay Exports

China Threatens Legal Action Over U.S. Huawei Chip Restrictions

Moody's Downgrade of U.S. Credit Rating Sparks Market Volatility Before Stabilizing