Tech companies

• China asks tech firms to halt orders for Nvidia's H200 chips, Information reports - Beijing has asked some Chinese tech companies to halt orders for Nvidia's H200 chips this week, and is expected to mandate ​domestic artificial intelligence chip purchases, the Information reported on Wednesday, citing people ‌familiar with
• Nvidia got there first. Who will hit a $5 trillion market cap next? - After Nvidia smashed the biggest valuation milestone in market history, a host of familiar names are emerging as the likeliest to follow
• 'The Money Is Very, Very Clear:' BlackRock Says The Biggest Winners Of AI Revolution Are Hidden In Plain Sight — And Investors Are Missing Them - Ben Powell, the chief investment strategist for the Asia-Pacific region at BlackRock Inc., predicts that the current wave of capital investment in artificial intelligence (AI) infrastructure is far from its peak. AI Capex Boom Favors Chipma
• Wall Street is driving the AI surge. But millions of Americans could be in the blast zone if the bubble bursts - If the boom turns to a full-blown bubble, the shockwaves could hit far beyond tech.