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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Forbes – Gen Z Is Celebrating ChatGPT’s 3rd Birthday

November 28, 2025
Forbes: This article cites Forrester’s Consumer prediction that 90% of consumers who use genAI in 2026 will help monetize it without even realizing it. VP, Research Director Mike Proulx further adds that commerce will grow on the ChatGPT platform “as more integrations help connect the dots from chats to products.” Read the full article here. Read more from Mike here. Learn [...]
Media Coverage

CNBC – How Google Put Together The Pieces For Its AI Comeback

November 27, 2025
CNBC: VP, Principal Analyst Mike Gualtieri is interviewed about Google’s “AI comeback,” and how the company’s ownership of YouTube gives the company an edge when it comes to training models for image and video generation. Read the full article here. Read more from Mike here.