Market Trend - The Trump administration is considering selling Nvidia $NVDA H200 chips to China [1]

Geopolitical Strategy - China is intensifying a strategy against Taiwan, employing both diplomatic ("pen") and military ("gun") tactics [1]

Geopolitical Landscape - The global tech landscape is not bipolar, but rather will be dominated by three technology countries [1] - India will be one of the three technology countries dominating the future [1] Indian Technology Sector - India is positioned to be a key player in the future of technology [1]

Geopolitical Perspectives - The report reflects on Prime Minister Wong's perspectives on China, the US, and the global order [1] - The analysis is based on the Bloomberg New Economy Forum gala-dinner interview [1] Regional Focus - The special issue is the Singapore Edition [1]

Financial Performance & Guidance - NVIDIA's Q3 data center revenue reached $512 billion, exceeding expectations [2] - The company is guiding for mid-$60 billion in revenue [1] - Gross margins are targeted at mid-70% for Q4 [3] Product & Technology - Blackwell sales are considered "off the charts" [2] - H2O sales were also significant in the most recent quarter [4] - Vera Rubin is progressing well [8][9] Growth Strategy & Market Expansion - NVIDIA aims to grow revenue by expanding into products adjacent to GPUs, such as Grace and Vera [5] - The company sees potential in new clouds and sovereign datacenters, which are likely to buy the full stack of NVIDIA solutions [6] - Inference drives revenue and addresses concerns about funding for more data [9] China Market & Geopolitical Factors - Restrictions on advanced chip shipments to China do not currently seem to be a problem for NVIDIA [11] - The US administration is not in favor of an act that would ban US customers [12] - China is reportedly having difficulty manufacturing enough chips [12] - NVIDIA is dominating the rest of the world market [13] Market Opportunity - The potential market is estimated to be $3 trillion [8]

Industry Overview - The report compares unmanned aircraft technology between the U S and China, indicating a close competition [1]

Geopolitical Implications - Japan PM's Taiwan remarks provoked the fury of China [1]

China’s models keep improving:Lisan al Gaib (@scaling01):https://t.co/qwi68FsRaZ ...

Welcome back. Shares of AMD are trading higher after reporting a top and bottomline beef for its quarter with investors focusing on areas like growth in its AI chips business. McKenzie Sagalos has more in today's tech check.Mac, the AMD trade is an interesting one versus Nvidia. >> It really is. We don't get the Nvidia numbers for another two weeks, but for all the buzz around AMD's AI push, the actual payoff still isn't showing up in the numbers.Yes, the quarter was a beat and guidance was strong, but inve ...

Geopolitics and Market Reshaping - China's green technology is reshaping landscapes, markets, and geopolitics across much of the world [1] Regional Focus - Pakistan is highlighted as a particularly striking example of this transformation [1]