Nvidia’s $4T Bet: AI Bubble or Virtuous Cycle?
As Nvidia becomes the world’s first $4 trillion company, CEO Jensen Huang breaks with widespread warnings to declare the AI boom isn’t a bubble. But critics see troubling parallels to past tech manias.
Author: Natalie Brooks
Natalie Brooks brings a distinctive perspective to technology journalism through her specialized focus on industrial computing systems and automation infrastructure, where she deciphers complex technological shifts into accessible insights. Her expertise spans the convergence of IoT networks with legacy industrial systems, examining how edge computing and predictive maintenance are reshaping manufacturing and supply chain logistics. With an analytical approach honed through years of tracking embedded systems evolution, she illuminates how emerging technologies translate into tangible operational transformations for enterprises navigating digital modernization.
NVIDIA’s China Comeback: Blackwell Chips Could Reverse Market Collapse
NVIDIA’s complete loss of the Chinese AI chip market could see a dramatic reversal as political negotiations may approve Blackwell architecture chips. The potential B30A chip represents a strategic breakthrough after Jensen Huang had essentially written off China.
Dave Altavilla’s Three-Decade Journey Through Silicon Evolution
From semiconductor sales engineer to principal analyst, Dave Altavilla’s career spans the entire computing revolution. His unique perspective bridges technical implementation with market analysis across three decades of silicon evolution.
Unlisted Aims to Disrupt $4B in Pre-Market Real Estate Deals
A casual conversation about a neighbor’s pool sparked a startup that’s creating waitlists for homes not yet on the market. Unlisted’s novel approach could reshape how real estate transactions begin, moving conversations months or years earlier.
Nvidia’s Political Pivot: The High-Stakes Bet on Trump’s Energy Policy
Nvidia CEO Jensen Huang announces the “largest AI supercomputer in America” with Oracle for the Department of Energy. The partnership reveals deeper ties between Silicon Valley and the Trump White House, with significant implications for energy policy and AI sovereignty.
The Uncomfortable Economics of AI Entertainment
As AI actors and musicians secure million-dollar deals, the entertainment industry faces its most profound disruption yet. The real battle isn’t about technology—it’s about who controls creative expression in an automated age.
OpenAI’s Mental Health Safety Push: Progress or PR?
OpenAI’s latest GPT-5 updates promise safer mental health conversations with a 65% reduction in harmful responses. But can AI ever truly replace human therapeutic judgment?
From Spreadsheets to AI: Scotts Miracle-Gro’s $675M Inventory Transformation
Facing a post-pandemic inventory crisis, Scotts Miracle-Gro turned to machine learning and AI to transform its supply chain. The lawn care giant reduced inventory by over 50% while dramatically shrinking its distribution footprint. This technological pivot represents a fundamental shift in how tradi
Underwater Defense Breakthrough: New Algorithm Boosts Sub Detection
A new algorithm combining vector hydrophones with improved angle loading techniques promises to revolutionize underwater target detection. This breakthrough addresses critical limitations in anti-submarine warfare systems operating with limited snapshot data.
PayPal’s ChatGPT Integration Signals the Dawn of Agentic Commerce
PayPal is integrating directly into ChatGPT, enabling users to complete purchases without leaving conversations. The partnership leverages PayPal’s Agentic Commerce Protocol to create a seamless shopping experience within AI chats.