Will the Blackwell problems bleed into earnings or is that a red herring? What is the fate of the AI Revolution in 2025? NVDA earnings may drive what happens in the markets for AI next.
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Apple to miss AI release in iPadOS 18
https://www.bloomberg.com/news/articles/2024-07-28/apple-intelligence-to-miss-initial-release-of-upcoming-ios-18-ipados-overhauls
Why OpenAI Could Lose $5 Billion This Year
Why OpenAI could lose $5 Billion this year
Huawei competition to Nvidia
https://finance.yahoo.com/news/nvidias-ai-chip-tough-competitor-135647855.html