Technology13 Nov 2026
Nvidia's Jensen Huang steps down, and the AI trade asks what comes next
Nvidia is now run by its CFO on an interim basis. The bigger question is the web of financing Nvidia has built around its own customers.
AI / SEMIS / SOFTWARE
Technology
Listed technology through an investor's lens: AI infrastructure spending, semiconductors, software earnings and the IPO pipeline.
Wednesday · 5 min read
In every issue
- AI infrastructure and data centre spending
- Semiconductor supply and demand
- Software and platform earnings
- Tech IPOs and deals
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