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Geopolitical Risk

2 articles on this topic, newest first.

The Paradox of AI Slowdown Talk: Why Trump, Jensen Huang and Nvidia Chose Control Over the Supply Chain, Not a Pause

A phone call from Trump on stage at the All-In Summit, Jensen Huang's logic of "controllable acceleration," and talk of a Nvidia investment in Anthropic's IPO. These are not three separate stories. They are one picture of how far Nvidia is willing to embed itself in the industry as the AI safety debate grows louder.

Tech

It's Not Just Hormuz: Why the Middle East War Is Becoming a Fed Problem Again

The US-Iran ceasefire has already collapsed, and the risk no longer sits in the Gulf alone. With the Red Sea and Saudi Arabia's bypass pipeline now under threat too, an energy shock is spreading into prices, the Fed, and growth-stock valuations.

Macro