Nvidia’s AI moat is shifting from chips to capital

NVIDIA CEO Jensen Huang delivers a speech during a keynote event at COMPUTEX on June 02, 2026 in Taipei, Taiwan. Cheng Chia Huang | Getty Images Nvidia’s massive head start in artificial intelligence turned the chipmaker into the world’s most valuable company. Now, almost four years into the generative AI boom, competitors like Advanced Micro…

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Half of those 18 to 34 see democratic socialism positively

Wisconsin Democratic gubernatorial candidate Francesca Hong speaks to supporters during an election night party in Madison, Aug. 11, 2026. Scott Olson | Getty Images Francesca Hong, a democratic socialist running for Wisconsin governor, this week narrowly lost her primary battle against David Crowley, a Milwaukee County executive, but that doesn’t mean the sheen has rubbed…

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AI infrastructure debt and leverage draw market scrutiny

As Nvidia partners with Wall Street firms to mobilize more than $500 billion of third-party capital for AI infrastructure, the increasingly complex financing underpinning the boom is coming under closer scrutiny. Hyperscalers and their financial backers are turning to bond markets, joint ventures, leases and other structures to fund an unprecedented infrastructure buildout. At the…

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Jensen Huang’s plan faces China risk

Nvidia CEO Jensen Huang speaks to members of media outside a restaurant in the Hongdae district of Seoul, South Korea, June 5, 2026. SeongJoon Cho | Bloomberg | Getty Images Jensen Huang built the world’s most valuable company by pioneering the specialized computer chips behind the artificial intelligence boom. To keep his vision for the…

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Microsoft signs on to rack AI system that rivals Nvidia

After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft. It’s the first rival to Nvidia‘s wildly popular Grace Blackwell and Vera Rubin systems, and is aiming to give the world’s most valuable…

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