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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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.
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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.