WSJ Tech News Briefing TNB Tech Minute: Nvidia Shares Slip After Earnings
5 snips
Aug 28, 2025 NVIDIA's latest earnings report brings mixed reactions as AI chip demand looms large. Meanwhile, BYD has outpaced Tesla in Europe, showcasing intense competition in the electric vehicle market. Lastly, Taco Bell is rethinking its use of voice AI at drive-throughs, raising questions about technology's role in customer service. It's a fascinating intersection of tech developments and market dynamics!
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NVIDIA’s AI Chip Demand Cools Markets
- NVIDIA beat expectations overall but flagged cooling demand for its AI chips, rattling markets.
- Suppliers like TSMC and Chinese semiconductor stocks reacted quickly to the guidance shift.
BYD Surges Past Tesla In Europe
- BYD outsold Tesla in Europe again as registrations for BYD tripled year-on-year to nearly 9,700 in July.
- Tesla registrations fell over 42% to about 6,600, underscoring rising competition from Chinese automakers.
Taco Bell’s Voice AI Run Into Trouble
- Taco Bell rolled out voice AI at 500+ drive-thrus but faced customer complaints about glitches and delays.
- Customers also trolled the system with prank orders like 18,000 cups of water, prompting a rethink of exclusive AI use.