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Market Valuation

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.

OpenAI Signs 7-Year, $38 Billion AWS Deal to Power Next-Gen AI

AI’s Promise vs. Payoff: MIT Says 95% of Corporate GenAI Pilots Show No Measurable Gains