This chapter discusses the current situation in China's economy and its potential impact on the global economy. It then highlights Nvidia's success in the earnings report, particularly in data center sales, and emphasizes the significant impact of AI technology on businesses and the need for increased compute power.
One Wall Street analyst thinks that Nvidia's earnings will be seen in the future as a 1995 Internet Moment. Before that on the Brief: The New York Times profiles a novel treatment of a paralyzed woman using AI to reconstruct speech and facial expressions from brainwaves; Hollywood strike considers implications of AI copyright rules, and Salesforce makes an AI-related holiday sales prediction.
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