Nvidia’s internal deliberations over whether to expand production of its H200 artificial intelligence chip highlight the growing tension between global demand dynamics and geopolitical constraint. At a time when the company is racing to roll out its next-generation platforms, unexpectedly strong interest from China in a high-end processor has forced a reassessment of supply priorities,…
Oracle’s shares tumbled sharply after the company delivered a combination of weak forward guidance, soaring capital expenditure projections and softer-than-expected cloud contract bookings—all of which intensified investor unease that the current wave of artificial intelligence spending may be structurally ahead of real-world demand. The sell-off reflects a broader reckoning across the technology sector as markets…
Reports that SpaceX is preparing for a historic public listing have triggered intense excitement among investors who have waited years for a chance to buy into one of the world’s most influential space companies. Yet beneath the enthusiasm is a recognition that the potential debut—rumoured to target more than $25 billion in fresh capital and…
Amazon’s announcement that it will invest more than $35 billion in India by 2030 marks one of the most significant expansions of U.S. corporate presence in the country’s digital and manufacturing landscape. As global competition intensifies in artificial intelligence, cloud infrastructure and cross-border e-commerce, the move signals a strategic recalibration of Amazon’s long-term priorities. India—now…
China’s artificial intelligence ecosystem is rapidly absorbing Nvidia’s H200 processors—one of the most powerful AI chips in commercial circulation—even before formal export policy shifts are resolved. The pattern illustrates both the persistent demand for high-end compute in China and the limits of U.S. export controls in a globally fragmented semiconductor supply chain. As U.S. policy…
PepsiCo is entering one of its most significant strategic resets in more than a decade, triggered by weeks of intensive engagement with activist investor Elliott Investment Management. The company’s announcement that it will review its North American supply chain, streamline product lines, and recalibrate pricing marks a turning point in how one of the world’s…
Global private equity firm Advent International’s collapsed talks to buy a significant stake in Whirlpool of India mark one of the most consequential deal breakdowns in India’s consumer appliances sector this year. What appeared to be a near-final negotiation for a transaction worth up to $1 billion unraveled abruptly, underscoring a widening gap between global…
The European Commission has launched a formal antitrust investigation into Meta’s integration of artificial intelligence tools within WhatsApp, opening a new front in the bloc’s escalating effort to regulate digital platforms. The probe reflects growing concerns within the EU that the rapid incorporation of AI systems into dominant communication platforms may distort competition, limit market…
A profound shift is unfolding within the world’s ultra-wealthy families as unprecedented sums move from one generation to the next, marking the largest transfer of billionaire wealth ever recorded. Rising asset valuations, ageing founder cohorts, and the maturation of family empires have converged to accelerate a wealth transition that is reshaping global ownership patterns, investment…
China’s rapid transformation into the world’s dominant electric-vehicle market has triggered an unintended global shockwave: an extraordinary surge of gasoline-powered automobile exports. As domestic consumers abandon internal-combustion models in favour of battery vehicles, Chinese automakers — both state-owned and private — are pushing millions of unsold gasoline cars into foreign markets. This strategy is driven…
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