Expanding internationally, Nvidia has entered a partnership with HUMAIN, the Saudi Public Investment Fund's (PIF) AI subsidiary, to build a hyperscale AI data center in Saudi Arabia with capacity targets reaching 500 megawatts powered by 18,000 Grace Blackwell GPUs. In related efforts, Nvidia is deploying 800-volt HVDC architecture, partnering with Navitas Semiconductor (NVTS) and Vertiv (VRT) to modernize data center power systems, pushing technological boundaries in infrastructure advancement.Its forward ...

Key Takeaways Tesla unveiled Master Plan IV, centered on AI, robotics, autonomy and energy growth.TSLA faces declining deliveries and shrinking share as rivals like BYD gain ground.Q2 revenues dropped at the sharpest pace in a decade, while shares fell 16% year to date.Tesla (TSLA) disrupted the auto industry with its electric vehicles (EVs), but it no longer holds the first-mover advantage. The EV space has become increasingly crowded, competition is intensifying, and Tesla’s market share is shrinking. Ami ...

Core Insights - Honda is reducing its EV investment by 30% from $69 billion to $48.4 billion through the 2031 fiscal year to stabilize its future in a slowing EV market [1][2] - The company will focus on increasing its hybrid lineup due to changes in environmental regulations and a slowdown in EV market expansion [2] - Honda's expected EV sales ratio for 2030 is now projected to fall below the previously announced target of 30% [2] Investment Strategy - Honda plans to launch 13 new hybrid models globally starting in 2027, aiming to sell 2.2 million hybrids annually by 2030 [4] - Despite the shift towards hybrids, Honda remains committed to achieving 100% zero-emission vehicle sales by 2040 [4] Market Context - In the first four months of 2025, EV sales in North America increased by only 5%, compared to 25% in Europe and 35% in China [3] - The International Energy Agency indicated that higher tariffs could further increase EV prices and slow down sales growth [3] Organizational Changes - Honda is mandating US employees to return to the office at least 80% of the time by October, emphasizing the importance of in-person work in a rapidly changing business environment [5]