The Rundown Nvidia Announces New AI Products, Trump Slams Walmart for Price Hikes
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May 19, 2025 The discussion kicks off with the U.S. credit rating downgrade and its economic implications. Exciting news on NVIDIA’s AI cloud platform and supercomputing investments highlights their ambitious global expansion. In contrast, Apple faces challenges amid a troubled partnership with Alibaba. The conversation also touches on the idea of replacing Siri with ChatGPT and explores stock market movements, notably UnitedHealth's recovery and Walmart's struggles.
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U.S. Credit Downgrade Context
- The recent U.S. credit rating downgrade to AA1 reflects rising deficits and political gridlock on spending reforms.
- However, past downgrades did not crash the stock market, suggesting the impact might be limited.
NVIDIA's AI Expansion Moves
- NVIDIA's new NVLink Fusion enables better interoperability between NVIDIA chips and other processors.
- Their GDX Cloud Leptin allows AI teams to buy and share GPU capacity globally, speeding AI development.
Apple's AI Troubles and Politics
- Apple's AI partnership with Alibaba raises U.S. political concerns over data sharing and enhancing China's AI.
- Internally, Apple's AI projects suffer low morale, with major features delayed or underperforming.