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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.

Nvidia Stays Out Front in AI Chips as OpenAI Lines Up AMD and U.S. Clears UAE Shipments

Nvidia Takes $5 Billion Stake in Intel, Announces Multi-Generation Chip Collaboration