Latest in FirstFT: Nvidia to spend billions in US as it shifts chip supply chain from Asia
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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 MagaFinancial Times - 22h -
Nvidia to spend hundreds of billions on US supply chain, says chief
Jensen Huang’s pledge follows onshoring plans by other tech companies as Trump trade policies ripple through industryFinancial Times - 1d -
Supply chains and logistics
From drones and robots to driverless trucks, a look at the technological changes in logisticsFinancial Times - Mar. 11 -
FirstFT: Investors pour money into safe havens
Also in today’s newsletter, Turkey’s opposition leader arrested, and Nvidia unveils new AI chipFinancial Times - 1d -
Nvidia Bets Big on Synthetic Data
Nvidia has acquired synthetic data startup Gretel to bolster the AI training data used by the chip maker's customers and developers.Wired - 1d -
$100 billion Arizona chips project will break dependence on China, Taiwan's president says
Taiwan’s President hailed TSMC's massive investment in Arizona as the “best model” for efforts to build supply lines for chips that don’t rely on China.NBC News - 23h -
3 Ways to Optimize Your Supply Chain for Omnichannel Retail
To offer shoppers the convenience of both in-person and online retail, you’ll have to make sure your supply chain is well-coordinated.Inc. - Mar. 13 -
FirstFT: Musk’s government spending cuts fail to halt rising costs
Also in today’s newsletter, Putin’s frontline visit and a new FT film on Nvidia’s riseFinancial Times - Mar. 13 -
Bumble Bee Foods Is Accused of Tolerating Forced Labor in Supply Chain
In a lawsuit filed in California, the plaintiffs said that Bumble Bee Foods was aware of and benefited from abuse by suppliers. The company declined to comment.The New York Times - Mar. 13 -
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 - Mar. 14 -
Nvidia's new chips and software show how fast the AI king is moving to defend its crown
Nvidia shares fell Tuesday despite a slew of encouraging product updates from CEO Jensen Huang.CNBC - 1d -
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 - 19h -
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 - 14h -
China raises state funding for strategic minerals amid US trade war
Authorities increase subsidies for exploration and mining to shore up high-tech supply chainFinancial Times - 1d -
Is the chip sector having a meltdown? By this measure, it’s mostly just Nvidia.
Broadcom and Marvell shares have been hit recently. But Nvidia alone is responsible for about three quarters of the chip sector’s lost market cap in the weeks since the DeepSeek news.MarketWatch - Mar. 10 -
The one change that worked: I committed to therapy – and began to chip away at my grief and depression
When my mother died, my mental health fell into decline. I tried everything from CBT to mindfulness, until one day something finally shifted. I used to think I was great at therapy. From 17 to 23, ...The Guardian - Mar. 10 -
Nvidia announces Blackwell Ultra and Rubin AI chips
Nvidia’s sales are up more than sixfold since its business was transformed by the release of OpenAI’s ChatGPT in late 2022.CNBC - 2d -
Nvidia's CEO did a Q&A with analysts. What he said and what Wall Street thinks about it
Investors have closely watched Nvidia’s week-long GPU Technology Conference (GTC) for news and updates from the dominant maker of chips that power artificial intelligence applications.NBC News - 18h -
This startup is creating a global tech platform for recycled wood
Cambium finds and recycles wood and uses its supply chain technology to get it where it needs to go.CNBC - 3d -
Companies seek AI solutions to supply chain fragility
Logistics networks are becoming ever more complex and brittleFinancial Times - Mar. 11 -
SoftBank to Buy Silicon Valley Chip Start-Up Ampere for $6.5 Billion
The move is a bet that Ampere’s chips can begin playing a significant role in data centers for creating artificial intelligence.The New York Times - 1d -
Nvidia's Huang says faster chips are the best way to reduce AI costs
"Speed is the best cost-reduction system," Huang said Tuesday, after his keynote speech at Nvidia's GTC conference.CNBC - 1d -
Nvidia, GM announce deal for AI, factories and next-gen vehicles
General Motors and Nvidia have agreed to a strategic collaboration that includes the automaker using several products and artificial intelligence services from the tech giant for its ...NBC News - 2d -
Los Angeles Faces Nearly $1 Billion Deficit as It Rebuilds From Fires
Shifting federal policies, combined with the cost of January’s wildfires, have created “serious financial headwinds” for the city, officials said.The New York Times - 1d -
Make room Starbucks and McDonald's. China's Mixue and other brands win fans in Southeast Asia
Chinese food and beverage brands are gaining fans across Southeast Asia, offering alternatives to big name American chains and expanding Beijing's commercial and cultural sway in neighboring economiesABC News - 6d -
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. - 2d -
House GOP budget plan would cut domestic spending by $13 billion
House Speaker Mike Johnson has unveiled his plan to avert a government shutdown by Friday night. The short-term stopgap bill would fund the government until Sept. 30, increase defense spending by ...CBS News - Mar. 10 -
Taiwan's president hails Arizona chips project in meeting with visiting governor
Taiwan’s President William Lai Ching-te said that a Taiwanese semiconductor company’s massive investment in Arizona is the “best model” for the island’s effort to build computer chips supply lines ...ABC News - 2d -
Reeves to squeeze public spending further in Spring Statement
Billions of pounds of savings sought from Whitehall budgets to fill a hole in the public financesFinancial Times - 2d -
Spending Bill Omits Billions for Local Projects as Congress Cedes Power to Trump
The stopgap measure the G.O.P. is pushing to avert a government shutdown omits billions of dollars in member-requested projects, another way in which Congress has ceded its power on federal spending.The New York Times - 6d -
Nvidia’s next chips are named after Vera Rubin, astronomer who discovered dark matter
Nvidia CEO Jensen Huang is expected to reveal details about Rubin, the chipmaker's next AI GPU, on Tuesday at the company's annual GTC conference.CNBC - Mar. 13 -
Glacier meltdown risks food and water supply of 2 billion people, says UN
Unesco report highlights ‘unprecedented’ glacier loss driven by climate crisis, threatening ecosystems, agriculture and water sources. Retreating glaciers threaten the food and water supply of 2 ...The Guardian - 10h -
US allies in Asia must also rethink their defence
Trump’s foreign policy shake-up has profound implications for Japan and South KoreaFinancial Times - 4d -
Rune Aero uses Nvidia GPUs to cut virtual wind tunnel costs by 80%
Rune Aero is using Nvidia GPUs to cut virtual wind tunnel costs by 80%, bringing down costs of developing airplanes.VentureBeat - 2d -
The blogger who was right about Nvidia is now panning a $25 billion AI company
Jeffrey Emanuel, known for turning Wall Street’s attention to the risk DeepSeek might pose to Nvidia, warns that CoreWeave’s IPO is way overvalued.MarketWatch - 16h -
Measles cases in Europe, Central Asia doubled last year to highest level since 1997
There were 127,350 reported cases of measles, including 38 deaths, in Europe and Central Asia last year, marking the highest total in nearly 30 years, according to figures from UNICEF and the World ...ABC News - Mar. 13 -
FirstFT: ‘it feels nasty’ — US stock markets suffer heavy falls
Also in today’s newsletter, US-backed miner seeks to develop Ukraine lithium site and OpenAI forges near-$12bn contract with CoreWeaveFinancial Times - Mar. 11 -
Nvidia’s big GTC event had no big surprises, but here is where the bulls and bears disagree
Some investors are getting nervous about how a downward turn in the economy could affect Nvidia’s capital spending.MarketWatch - 17h -
Welsh tourist held in US was chained like Hannibal Lecter, says family
Becky Burke's parents say her legs, waist and hands were secured by US immigration officers.BBC News - 1d -
Trump administration briefing: US backs Russia ahead of G7, Republican spending bill boosts defense
US has reportedly rejected Canadian proposal to tackle Russian ‘shadow fleet’, Republican bill trims everything aside from defense – key US politics stories from Saturday at a glance. The US has ...The Guardian - Mar. 9