COAI - All Signal, No Noise

ALL SIGNAL, NO NOISE

Subscribe
COAI - All Signal, No Noise

ALL SIGNAL, NO NOISE

  • Signal Noise
  • Raw Feed
  • Long Form
  • Videos
  • Clear Channel
  • Future Proof
  • Freshly Funded */?>
  • COAI About Us
COAI All Signal, No Noise
  • Signal/Noise
  • Raw Feed
  • Long Form
  • Videos
  • Clear Channel
  • Future Proof
  • Freshly Funded */?>
  • COAIAbout Us
back

China is no longer the bull case, but an optional upside for Nvidia: Strategist

Source
CNBC
Published
Nov 22, 2025
Share On
Get SIGNAL/NOISE in your inbox daily

Shay Boloor of Futurum Equities says that Nvidia is the kingpin of the digital economy and doesn’t need China for the continuation of the AI buildout. He also says that while China’s ability to manufacture AI chips is improving, the hard part lies in the developing the software stack to rival Nvidia’s CUDA.

Recent Stories

Jan 14, 2026

Robotics News At CES All About Platforms

While physical products made the biggest initial splash at this year’s CES, it’s the news about robotics platforms and tools that will have the most long-term impact. Read more here...

Jan 14, 2026

Claude’s latest upgrade is the AI breakthrough I’ve been waiting for — 5 ways Cowork could be the biggest AI innovation of 2026

Anthropic’s AI takes its first real steps toward doing everyday work on your computer

Jan 14, 2026

Signal’s founder is taking on ChatGPT — here’s why the ‘truly private AI’ can’t leak your chats

Built on hardware-based encryption, Confer ensures your words stay yours

COAI

ALL SIGNAL, NO NOISE

No hype. No doom. Just actionable resources and strategies to accelerate your success in the age of AI.

Subscribe to SIGNAL/NOISE

© 2026 OUTSIDER LABS, INC. ALL RIGHTS RESERVED.

POWERED BY PARSE PRIVACY TERMS