CDOTrends – Tariff Toss-Up: Did The West Just Accidentally Supercharge Asia’s AI?

CDOTrends: This article explores how Western-imposed tariffs on Chinese technology firms have inadvertently accelerated the growth of Asia’s AI sector. VP, Senior Research Director Frederic Giron addresses the impact of tariffs on the cost structures of tech companies while VP, Principal Analyst Charlie Dai highlights that the shift has led to increased AI investments, positioning Asia as a formidable player in the global AI landscape.

Read the full article here. Read more from Frederic and Charlie.

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Media Coverage

Bloomberg – Nvidia’s Trump Tax Of Little Worry To Investors Eyeing AI Riches

August 14, 2025
Bloomberg: Following news that Nvidia has agreed to pay 15% of China chip sale revenues to the US government, Senior Analyst Alvin Nguyen shares that when it comes to trade, there has been rapid changes and there is still a lot of uncertainty. Read the full article here. Read more from Alvin here.
Media Coverage

Forbes – Screws Tighten On FinOps Fissures

August 13, 2025
Forbes: Principal Analyst Tracy Woo discusses FinOps, including the growing gap between what teams say they have automated and what automation actually enables, governance efforts and the difference between multi-cloud management and hybrid cloud management. Read the full article here. Read more from Tracy here.