Blackwell Era Poised To Shakeup AI Race for xAI, Google, OpenAI and Meta as Cost Dynamics Flip, Predicts Investor Gavin Baker Big Tech & AI December 11, 2025 Prominent tech investor Gavin Baker believes that the AI race will witness a profound shakeup next year with the adoption…
President Trump Says US Will Let Nvidia Ship H200 Chips to China With 25% Paid to America Big Tech & AI December 9, 2025 President Donald Trump says the United States will permit Nvidia to sell its H200 artificial intelligence chips to China under…
China Falling Behind AI Arms Race After Missing Access to US Blackwell GPUs, Says Atreides CIO Gavin Baker Big Tech & AI November 20, 2025 Atreides Management chief investment officer Gavin Baker says the United States is pulling ahead in the global artificial intelligence hardware…
