Robbie Whelan

Robbie Whelan, a Wall Street Journal reporter, delves into NVIDIA's meteoric rise and CEO Jensen Huang's growing bond with Trump. He shares insights on how GPUs are pivotal in the AI economy and discusses export challenges to China. Educator Kyla Scanlon analyzes the socio-economic impact of NVIDIA’s dominance, warning of growing inequality and risks in AI. Together, they contemplate if we’re on the brink of an AI bubble and highlight the urgent need for policies to address the labor market upheaval driven by these technological changes.

Robbie Whelan, Wall Street Journal's chips reporter, dives deep into the semiconductor landscape. He reveals how strong earnings from giants like NVIDIA mask underlying market volatility, raising concerns of an AI bubble. Whelan discusses the intricate dynamics of chip demand against a backdrop of fluctuating investor confidence and financing issues. He also highlights the mixed fortunes of AI customers like Microsoft and OpenAI, elaborating on their unique economic challenges. Insights on TSMC’s pivotal role add depth to this engaging analysis.