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Nvidia’s $1T projection meets skepticism - Despite Jensen Huang’s massive forecast for data center spend at GTC, investors are increasingly wary of the long-term ROI and the sustainability of the current AI hardware cycle.
“Nvidia is telling a $1 trillion story, but the market is starting to look for the receipts on actual software productivity.”
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China’s delicate balancing act with Iran - Beijing is attempting to maintain its energy security and regional influence without being pulled directly into a hot war that could jeopardize its broader trade interests.
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Geopolitical friction as an inflation driver - The escalating conflict in the Middle East is creating supply chain bottlenecks and energy volatility, threatening to keep U.S. inflation stickier for longer.
“Nvidia is telling a $1 trillion story, but the market is starting to look for the receipts on actual software productivity.”