AI Chatbots Help Drive Record Holiday Spending – open-ai
During the 2025 holiday season, U.S. online spending hit a record $257.8 billion, driven largely by a surge in consumers using AI chatbots for shopping guidance and assistance. Retailers rapidly adopted AI tools for customer service and sales, while consumer reliance on AI for product discovery and returns grew significantly, despite some concerns over unauthorized […]
AI Chatbots Help Drive Record Holiday Spending – open-ai
During the 2025 holiday season, U.S. online spending hit a record $257.8 billion, driven largely by a surge in consumers using AI chatbots for shopping guidance and assistance. Retailers rapidly adopted AI tools for customer service and sales, while consumer reliance on AI for product discovery and returns grew significantly, despite some concerns over unauthorized […]
China Set to Approve Nvidia Chips; Trump Demands More Defense Spending | Bloomberg Brief 1/8/2026 – nvidia
China is reportedly set to approve imports of Nvidia’s H200 chips for commercial use, marking a significant development for the U.S. tech giant, which has been largely shut out of the Chinese market since 2022 due to export restrictions. This move could allow Nvidia to regain access to the world’s largest semiconductor market, with major […]
China to Approve Nvidia H200 Purchases, Trump’s Defense Spending Push | The Opening Trade 1/8/2026 – nvidia
The video covers major developments in global markets and policy, focusing on the U.S. and Europe. The hosts discuss a risk-off sentiment in equity markets, with U.S. and European stocks showing mixed or negative performance. A key theme is the interventionist approach of the Trump administration, which is actively shaping sectors such as defense, housing, […]
China to Approve Nvidia H200 Purchases, Trump’s Defense Spending Push | The Opening Trade 1/8/2026
China to Approve Nvidia H200 Purchases, Trump’s Defense Spending Push | The Opening Trade 1/8/2026 Source link
China Set to Approve Nvidia Chips; Trump Demands More Defense Spending | Bloomberg Brief 1/8/2026
China Set to Approve Nvidia Chips; Trump Demands More Defense Spending | Bloomberg Brief 1/8/2026 Source link
NVIDIA’s Christmas Spending Spree / The Tech Poutine, December 26th 2025 – nvidia
In this episode, Ian and George discuss NVIDIA’s $20 billion deal with Groq, analyzing its unusual structure, motivations, and implications for industry consolidation, while also reviewing NVIDIA’s upcoming Olympus CPU core and its technical choices. They wrap up with thoughts on the risks of vendor lock-in, upcoming CES announcements from major chipmakers, and some lighthearted […]
NVIDIA’s Christmas Spending Spree / The Tech Poutine, December 26th 2025
NVIDIA’s Christmas Spending Spree / The Tech Poutine, December 26th 2025 Source link
AI Spending Anchoring Macroeconomy: Board’s Gallagher – investment
The discussion centers on the evolving impact of AI spending on the macroeconomy, with a focus on the pivotal year 2026 as a “prove it” moment. While 2025 has been characterized by investments in AI infrastructure and tools—often described as “picks and shovels”—the real test lies ahead in demonstrating tangible economic benefits, particularly productivity gains. […]
AI Spending Anchoring Macroeconomy: Board’s Gallagher
AI Spending Anchoring Macroeconomy: Board’s Gallagher Source link