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Beijing Wants Nvidia Out But China's AI Developers Aren't Ready
Beijing Wants Nvidia Out But China's AI Developers Aren't Ready
China has spent years pouring money and political capital into building a homegrown semiconductor industry. Yet when its AI companies need to train their most sophisticated models, many still turn to Nvidia, according to South China Morning Post.
The biggest obstacle may no longer be the chips themselves. It is everything developers have built around them.
Nvidia’s CUDA software has become deeply woven into the way AI labs operate. Models, training tools and internal workflows have been designed around the platform, meaning...
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Apr 1, 2026 / Tyler Durden
Markets Have Returned To Taking Headlines As Gospel
Markets Have Returned To Taking Headlines As Gospel
By Molly Schwartz, cross-asset macro strategist at Rabobank
US Treasury yields have been falling for the past two days. On Monday, we saw US rates grind lower after Powell gave a speech at Harvard University where he seemed to hint that hikes were not part of the Fed’s plan for the immediate future, noting that “tariffs have a one-time impact on inflation” and that “there are risks to both sides of the mandate.” In times like these where inflation fears have been...
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Jul 10, 2026 / Tyler Durden
Futures Flat As Traders Brace For Weekend Iran Escalation
Futures Flat As Traders Brace For Weekend Iran Escalation
US equity futures are flat on the final trading session of the week, with Tech lagging, as traders hold off on big bets ahead of the weekend, with the fragile truce in the Middle East keeping geopolitical risk front of mind. Overnight, the US said Iran talks will continue, a positive step amid the recent escalation near the Strait of Hormuz (then again the market never reacted negatively to the latest strikes in the first place). As of 7:45am ET, S&P futures are...
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Sep 24, 2026 / Tyler Durden
Dem Senator Wants To Regulate The Internet To Prevent Another Trump From Happening
Dem Senator Wants To Regulate The Internet To Prevent Another Trump From Happening
Sen. Chris Murphy (D-Conn.) called for government regulation of the internet as part of a broader effort to reduce loneliness and powerlessness among Americans, two conditions he argues push voters toward leaders like President Donald Trump. Murphy made the remarks on September 21 during an appearance on the I've Had It podcast, where he discussed his book, Crisis of the Common Good.
Sen. Chris Murphy (D-Conn.)Murphy told the podcast hosts that isolation and helplessness define the country right...
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