TikTok owner eyes $23bn AI spend amid Nvidia chip uncertainty December 23, 2025 ByteDance, TikTok’s Chinese parent company, is set to significantly ramp up its investment in AI next year, as access to Nvidia’s chips once again becomes a key fault line in the global race. ByteDance is reportedly targeting around RMB160bn (£17bn) in capital expenditure in 2026, up from roughly RMB150bn (£15.7bn) this year, with the bulk [...]
Nvidia’s golden quarter dares markets to call AI a bubble November 20, 2025 Nvidia’s latest earnings blew straight through Wall Street expectations, delivering the kind of numbers that force investors to park away thoughts of an AI bubble. The notorious chip maker’s latest results, a blockbuster $57bn quarter that tore through Wall Street expectations, injected a jolt of confidence into rattled global markets, pulling the FTSE 100 and [...]
Nvidia smashes expectations as AI demand ‘shows no signs of slowing’ November 19, 2025 Nvidia shares jumped by over four per cent in after-hours trading, after the chipmaker delivered another blockbuster set of quarterly results. The tech behemoth comfortably beat Wall Street forecasts that reinforced the strength of the global AI boom. For the three months to 26 October, Nvidia reported earnings of $1.30 (£1.04) per share, ahead of expectations [...]
AI bubble fears: Which of the Magnificent Seven will pop? November 17, 2025 The spectacle of the so-called Magnificent Seven – Alphabet, Amazon, Apple, Tesla, Meta, Microsoft, and Nvidia – has been the defining market story of this generation. Synonymous with the AI boom, their collective valuation, now commanding a fifth of global markets, is underpinned by the fervent belief that they alone will win the AI arms [...]
AI bubble tensions flare after Wall Street’s £750bn hit November 10, 2025 The bubbling market tensions continued to simmer on Monday as Wall Street sprung back to life after a week of AI jitters and tech nerves. US markets were coming off a week where AI-related firms lost over £750bn in market value led by a £350bn plunge in chipmaker Nvidia, which lost nearly ten per cent [...]
AI bubble fears dismissed as sector bets on lasting tech boom October 31, 2025 Federal reserve chair Jerome Powell recently poured cold water on mounting fears that the AI boom is heading for a spectacular bust, arguing that the current surge in investment bears little resemblance to the dot-com frenzy that ended in tears two decades ago. In a press conference following the Fed’s latest rate decision this week, [...]
Nvidia hits historic $5tn market cap October 29, 2025 AI and chips behemoth Nvidia has smashed another record valuation, with its $5tn market cap that puts it well clear of the GDP of Germany – the fourth biggest economy in the world. Shares in Nvidia jumped up 3.5 per cent in premarket trading, amid a surge in investor enthusiasm for AI. Nvidia’s surge followed [...]
Nokia shares up 20% as Nvidia takes $1bn stake October 28, 2025 Nokia shares soared as much as 20 per cent on Tuesday after announcing that Nvidia will take a $1bn equity stake in the Finnish telecoms group and partner on developing next-generation 6G and AI. The deal will see Nvidia purchase more than 166 million new Nokia shares at $6.01 each, giving the American chipmaker a [...]
How OpenAI’s deal with AMD could change the AI chip market October 7, 2025 Techbehemoth and OpenAI yesterday struck a multi-billion-dollar partnership with chipmaker AMD, committing to purchase up to six gigawatts of the company’s next-generation processors to power new AI data centres. The deal, which will start with AMD’s new ‘MI450’ chip in the second half of 2026, marks a key step in OpenI’s strategy to diversify its [...]
Open AI and AMD challenge Nvidia with multibillion chip deal October 6, 2025 OpenAI has announced a multi-billion dollar deal with chip giant AMD to build large scale AI data centres – one of the most direct challenges to Nvidia’s dominance in the AI market to date. Under the partnership, OpenAI will buy six gigawatts of AMD’s next generation processors, starting with the MI450 chip launching in 2026. [...]