Associated Press – Potential US Semiconductor Manufacturing Boom Complicated By Trump’s Economic Policies

Associated Press: Senior Analyst Alvin Nguyen talks about how the fluidity of the US administration’s tariffs will cause confusion about impacts to the supply chain and how companies, including video game leaders, may halt production due to rising costs.

Read the full article here. Read more from Alvin here.

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Media Coverage

CNBC – Nvidia Is Bolstering Support For Chinese Open AI Models As It Warns Of White House Crackdown

August 27, 2026
CNBC: VP, Principal Analyst Charlie Dai discusses the growing role of Chinese AI models in Nvidia’s ecosystem and what their advance means for global competition across models, chips, and AI infrastructure. Read the full article here. Read more about Charlie here.
Media Coverage

The Wall Street Journal – Nvidia Reports Blowout Quarter, Says Demand for AI Chips Is Getting Even Hotter

August 26, 2026
The Wall Street Journal: Principal Analyst Naveen Chhabra comments on Nvidia’s latest earnings, highlighting the gap between AI infrastructure spending and realized business value. Read the full article here. Read more about Naveen here.