Amazon's partnership with Anthropic has been a big success and is set to drive significant growth in the tech giant's cloud business in coming years, according to new estimates released on Friday. Amazon Web Services stands to generate billions of dollars in extra in revenue from the alliance, Morgan Stanley analysts wrote in a note to investors.The investment bank estimated that AWS could generate $1.28 billion in sales in 2025 from Anthropic's use of its cloud services. That number could balloon to almos ...

China Investment Compass - Quarterly 3Q25: stay defensive and focus on bottom- up earnings Equity Strategy Stay defensive and focus on earnings China market outperformed in 1Q25 but traded sideways in 2Q. The Liberation Day tariffs drove a broad-based market sell-off in early April, but major global markets rebounded subsequently and largely recovered the losses. Investors we spoke to recently are less concerned about the geopolitical tensions (believing "the worst is over") and have low expectations on any ...

Nvidia reportedly plans to release new AI chip designed for China | TechCrunch https://t.co/LVCTLGKKUb ...

In Brief Nvidia seems determined to find a way to sell AI chips in China despite U.S. export restrictions.The semiconductor giant is planning to launch an AI chip specifically for the Chinese market as early as September, as originally reported by the Financial Times. This AI chip would be based on Nvidia’s Blackwell RTX Pro 6000 processor, which is already modified to meet the existing AI chip restrictions, the Financial Times added. These chips wouldn’t include high-bandwidth memory or NVLink, Nvidia’s h ...

The technology sector has been driving the stock market rally once again, pushing the Nasdaq Composite Index to an all-time high. The latest catalyst is NVIDIA (NVDIA), which soared to become the first publicly traded company valued at $4 trillion. This reflects the massive importance of the AI chipmaker and its presence in the technology sector.A stronger-than-expected U.S. labor data highlights the economy’s resilience. Easing U.S.-China trade tensions further supported gains, setting the stage for potent ...

TSMC and AI Growth - TSMC's overall revenue grew 40% in the first half of the year, driven by AI [2] - AI is currently about low teens percentage of TSMC's revenue and is expected to exceed 20% in the next two years [5] - Strong demand remains for AI chips, suggesting potential upward revisions to numbers [5][6] Smartphone Market and TSMC's Revenue - The smartphone ramp-up in the second half, particularly in the third quarter (3Q), is crucial for TSMC's revenue, as it's the holiday quarter preparation period [3] - There's a lack of growth in sectors outside of AI, such as autos or smartphones [3] - Potential pull-forward of smartphone ramp-up in the first half due to tariff situations [4] NVIDIA and AI Chip Demand - NVIDIA's performance, including crossing the $4 trillion mark, has implications for TSMC due to the strong link between the companies and AI chip demand [4] - The shift for SC Fab is moving towards what NVIDIA is selling, specifically AI chips [5] - TSMC has guided for 25% growth for the full year, but with 40% growth in the first half, a second-half deceleration is implied, which could impact NVIDIA [6] AI Talent War and Implications - There's a talent war in the AI industry, with significant pay packages being handed out [9] - Approximately 100 to 200 researchers are driving the innovation in large language models [10] - Open AI faces the risk of slowing down product launches due to the loss of key researchers [10] Grok and Voice AI in Tesla - X (formerly Twitter) unveiled Grok, with plans to integrate the chatbot into Teslas [7] - There's a potential use case for voice AI in Tesla cars, but concerns remain about the large language model's tendency to hallucinate [8] - The safety of using a chatbot in a car is questioned, with voice assistance being a more viable option [9]

The market cap milestone that Nvidia just hit, it isn't just because of its AI chips. They're trying now to evolve the company over the years into something a little bit more than that, maybe with more staying power. Christina Parts Nevis has more in today's tech check.Christina, thanks Kelly. Nvidia has briefly achieved $4 trillion market cap is really a valuation fueled by more than just chip sales. And uh as the music continues playing like you were just talking about, but investors are really buying int ...

Core Insights - Nvidia has achieved a market capitalization of $4 trillion, becoming the first public company to reach this milestone, reflecting its strong position in the market and investor confidence in its growth potential [1][5][6] - The company's stock has seen significant growth, rising 2.5% to an all-time high of $164, driven by increasing demand for artificial intelligence technologies [1][6] - Nvidia's market value has tripled from $1 trillion in June 2023, outpacing other major companies like Apple and Microsoft [3][6] Financial Performance - Nvidia reported total revenue of $44.1 billion in the first quarter, a 69% increase year-over-year, with a profit of 81 cents per share [6] - For the second quarter, Nvidia anticipates revenue of $45 billion, with a margin of plus or minus 2%, and will release its second-quarter results on August 27 [7] Market Position - Nvidia holds a 7.3% weight in the S&P 500, the largest among the index, while Apple and Microsoft account for approximately 7% and 6%, respectively [4] - The company's market capitalization exceeds the combined value of the Canadian and Mexican stock markets and is greater than the total value of all publicly listed companies in the UK [4] Valuation Metrics - Nvidia's stock trades at a 12-month forward price-to-earnings ratio of 32, which is below its three-year average of 37, indicating potential for further growth [6]

Key Takeaways NVIDIA lost $2.5B in Q1 and expects $8B in Q2 from halted H20 chip shipments to China. Sovereign AI talks in Europe, Saudi Arabia, Taiwan and the UAE aim to reduce trade war exposure. NVIDIA's full-stack AI platform helps secure partnerships that are costly and complex to displace.NVIDIA Corporation (NVDA) is facing a major sales hit from U.S. export restrictions, particularly from the ongoing trade war between the United States and China. In the first quarter of fiscal 2026, the company los ...

Amid sustained investor interest in semiconductor giant Nvidia (NASDAQ: NVDA), the stock has become a target for short sellers, with bearish bets mounting rapidly.NVDA shares ended the last session at $160, up 1.1%, and have climbed over 2% in the past week.NVDA one-week stock price chart. Source: FinboldDuring this rally, data shows that on July 8, Nvidia recorded a short volume of 36.4 million shares, accounting for 57.32% of total trading volume. This followed an equally elevated reading on July 7, when ...