Insights

Will Nvidia’s Dual Strategy Succeed? Reducing Reliance on Hyperscalers While Strengthening China AI Market Share

by

Nvidia, the undisputed leader in the AI computing market, is currently navigating different balancing acts to maintain its leadership. On one side, it’s trying to reduce reliance on cloud hyperscalers like AWS and Google Cloud, which account for over 50% of its data center revenue. On the other hand, it is doubling down on China’s … Read more

Trump’s Ambiguous AI Diffusion Rule Sparks Confusion: Business Leaders Warn Uncertainty Could Undermine The USA’s Competitiveness

by

The Trump administration has provided some relief to AI chip companies like Nvidia in the USA, as it has decided to revise the” AI diffusion rule” that was supposed to start on 15th May 2025. The “AI diffusion rule”, created by the Biden administration, would have limited how many advanced AI chips the USA could export to … Read more