Nvidia to spend hundreds of billions on US supply chain, says chief

• Nvidia CEO Huang praised this Trump policy. And the stock is bouncing.

  Nvidia CEO Jensen Huang praised the Trump administration’s AI policies in an FT interview and said he sees the company spending hundreds of billions on U.S.-made electronics.
  
  MarketWatch - 5h
• 

  Nvidia CEO Jensen Huang says tariff impact won't be meaningful in the near term

  Nvidia CEO Jensen Huang downplayed the negative impact from President Donald Trump’s tariffs, saying there won’t be any significant damage in the short run.
  
  NBC News - 1d

• FirstFT: Nvidia to spend billions in US as it shifts chip supply chain from Asia

  Also in today’s newsletter, the Fed cuts its 2025 growth forecast and how Jeff Bezos made peace with Maga
  
  Financial Times - 8h

• Nvidia CEO Huang says he was wrong about timeline for quantum, surprised his comments hurt stocks

  Nvidia CEO Jensen Huang admitted at his company's "Quantum Day" that his prior comments about quantum computing came out wrong.
  
  CNBC - 32m
• 

  Nvidia CEO Jensen Huang Says AI Is in the Middle of ‘an Inflection Point’

  Nvidia’s Huang unveiled new Rubin AI chips at GTC 2025 and also outlined AI’s ‘extraordinary progress.’
  
  Inc. - 1d

• Robots, drones and AI: How next-generation tech is changing the global supply chain

  Logistics companies globally are leaning into emerging technologies such as robots, drones and AI to speed up the supply chain and serve customers faster.
  
  CNBC - 6d
• 

  US energy industry’s climate retreat is putting profits over people, advocates say

  Oil giants retreat on climate pledges, embrace Trump-era fossil fuel policies at CERAWeek in Texas. At a major oil and gas conference in Texas this week, companies publicly retreated from their ...
  
  The Guardian - Mar. 12

• Nvidia CEO Jensen Huang says tariff impact won't be meaningful in the near term

  "Partners are working with us to bring manufacturing here. In the near-term, the impact of tariffs won't be meaningful," the CEO said.
  
  CNBC - 1d

• Nvidia's Jensen Huang on why DeepSeek's new model will need ‘100 times more computing’

  Nvidia CEO Jensen Huang spoke with CNBC's Jim Cramer about DeepSeek's new AI model.
  
  CNBC - 18h

More from Financial Times

• 

  Starmer shifts from boots on the ground in Ukraine to air and sea defence

  UK prime minister hosts meeting of senior armed forces figures from 31 nations
  
  Financial Times - 1h
• 

  Why is UK wage growth so strong?

  Pay is out of line with the state of the economy, puzzling analysts and worrying the BoE
  
  Financial Times - 45m
• 

  America needs what Canada sells

  The US president has to understand that economic warfare will hit his own people in their pocketbooks
  
  Financial Times - 1h
• 

  The promise of the fifth estate is being squeezed

  After social media rattled the old gatekeepers of information, new digital ones have emerged
  
  Financial Times - 4h
• 

  Accenture warns Musk’s Doge-led spending crackdown is hitting revenues

  Consulting group says US government purchases have slowed and global economic uncertainty has risen
  
  Financial Times - 6h

More in Business

• Oil tallies back-to-back gains as Middle East flare-ups lift risk of supply disruption

  Crude futures notched back-to-back gains on Thursday, with prices finding support from growing tensions in the Middle East that raise the risk of supply disruptions in the oil-rich region.
  
  MarketWatch - 4m

• SoftBank to acquire chip designer Ampere in $6.5 billion deal

  SoftBank Group said Wednesday that it will acquire Ampere Computing, a startup that designed an Arm-based server chip, for $6.5 billion.
  
  CNBC - 8m

• Why sportsbooks like FanDuel and DraftKings really need March Madness bettors to lose this year

  March Madness numbers to know include $3.1 billion in wagers and nearly $5 million in earnings for one player.
  
  MarketWatch - 8m

• Accenture is DOGE's first corporate casualty as shares dive on warning contracts will be cut

  Shares of Accenture slid more than 7% Thursday after the consulting firm said tighter federal spending efforts have begun to weigh on its revenues.
  
  CNBC - 15m

• The response from Jerome Powell that would terrify Donald Trump

  Be careful what you wish for, Mr. President.
  
  MarketWatch - 18m