The Business Times – AI Demand Drives Chip Equipment Sales Forecast To New Highs But Tariff Jitters Cloud Outlook

The Business Times: Senior Analyst Alvin Nguyen highlights how the surge in AI demand is driving semiconductor equipment sales to record highs, with global firms increasingly investing in both high-end and low-power AI chips. Nguyen adds though that the uncertainty created by tariffs is causing delays in investment decisions by some semiconductor players.

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

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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.