Hope everyone's having a good week!Friday night I popped onto @trtworld's Newshour programme to chat with Hazem Sika about the Nasdaq's sudden drop and what that meant for chipset manufacturers, as well as investor fears over the US midterm election results and what that might mean for plans to build new data centres. Short clip below, full video available here:https://youtube.com/watch?v=1UIRpb3ulTg&Obviously this was before the absolutely incredible tech tea 🍵that Nvidia's chief executive Jensen Huang had had an affair with someone purported to be a Chinese spy, but still my analysis remains the same - Nvidia is not going anywhere (it would be naive for anyone to think so!)The easiest thing for Nvidia to do would be to just dump Jensen Huang and announce new America-first management.#Nasdaq #techstocks #Nvidia #JensenHuang #datacentres #climatechange #technews #newsanalysis #semiconductors #AI
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