NVIDIA’s latest earnings have reset the AI trade. Revenue is surging, Rubin is ramping faster than expected, and Wall Street is warming again. Yet the next test is physical: can chipmakers, memory suppliers, power grids and capital markets keep pace with AI demand? as global AI demand accelerates.
Unitree’s Shanghai IPO puts a fast-growing humanoid-robot maker at the centre of China’s effort to turn embodied AI from a laboratory theme into an exportable industrial platform.
Google has assembled a US$200 billion Wall Street financing machine to supply Anthropic with AI chips. Backed by Broadcom, Apollo and Blackstone, the structure turns compute into an infrastructure asset while exposing private credit and institutional capital to frontier AI's commercial risks today.
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