Sunday, September 28, 2025

Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs (The Information)

The Information:
Experts warn that Nvidia's large investments in data centers and startups, almost like a stimulus program, could be artificially inflating demand for its GPUs  —  Even by the standards of one of the most prodigious dealmakers in tech, the past month or so has been a head-spinning one for Nvidia's Jensen Huang.



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The US and China create a "Super Intelligence Dialogue" on AI risks and a separate AI incident hotline, likened to a Cold War-era "red telephone" (Ben Berkowitz/Axios)

Ben Berkowitz / Axios : The US and China create a “Super Intelligence Dialogue” on AI risks and a separate AI incident hotline, likened t...