ticker:NVDA
NVIDIA Corporation — leading designer of GPUs and AI computing platforms powering gaming, data centers, and autonomous-vehicle systems.
Nvidia Built a Financial Machine to Keep the AI Boom Running. What Happens When It Can't?
The AI data center buildout runs on two things: Nvidia chips and borrowed money. It was probably inevitable that someone would start using Nvidia chips to borrow money.
Exponential Tech vs Linear Infrastructure | Dec 15-21, 2025
An in-depth reading of what scaled, shifted, or stalled in tech this past week.
Tech Stack — Weekly Briefing (Nov 30-Dec 6, 2025)
AWS launched Graviton5, SpaceX won approval for 76 annual launches, and OpenAI declared code red against Google.
Tech Stack — Weekly Briefing (Nov 23-29, 2025)
Quantum defense, Leo satellites, Tesla chips and Google’s rise
Tech Stack — Weekly Briefing (Nov 16-22, 2025)
Your Saturday briefing on the week that shaped technology
Tech Stack — Weekly Briefing (Nov 9-15, 2025)
This week brought seismic shifts in AI leadership, record-breaking infrastructure deals, and a funding environment that continues defying gravity. From Meta’s internal shake-up to Microsoft’s European expansion, the week of November 9–15, 2025 delivered a clear message: as AI transitions from research curiosity to industrial necessity, the
Tech Stack — Weekly Briefing (Nov 2–8, 2025)
Your weekly pulse check on the moves shaping technology and business.
Tech Stack — Weekly Briefing (Oct 19-25, 2025)
Your Saturday briefing on the week that shaped technology
Tech Stack — Weekly Briefing (Oct 12-18, 2025)
Your Saturday briefing on the week that shaped technology
Tech Stack — Weekly Briefing (Oct 5-11, 2025)
Your Saturday briefing on the week that shaped technology