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25.03.26 - 01:24
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Global semiconductor market rebounds in 2025 with AI-led expansion (Digitimes)
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According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above 20%. This follows a downturn in 2023 and reflects a strong AI-driven recovery. The data processing segment, led by companies such as Nvidia, recorded the fastest expansion, while all major end markets — including automotive, industrial, and consumer — returned to growth, pointing to a broad-based recovery rather than the uneven rebound seen in 2024....
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24.03.26 - 21:18
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Vinod Khosla Wants to Be "As Hawkish As Possible" on China (Bloomberg)
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Khosla Ventures founder Vinod Khosla says Nvidia selling chips to China may be good for its business, "it doesn't mean it's good for America" long-term. He joins Ed Ludlow and Caroline Hyde on the sidelines of the Hill and Valley Forum to discuss the US's need to fill the AI "vacuum" before China does. (Source: Bloomberg)...
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24.03.26 - 19:39
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Nvidia CEO: "I Think We′ve Achieved AGI" (ZeroHedge)
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Nvidia CEO: "I Think We've Achieved AGI"
Nvidia CEO Jensen Huang joined podcaster Lex Fridman for a 2-plus-hour conversation on the future of AI infrastructure, covering everything from chips, racks, and cooling systems to Nvidia's broader strategy for the next computing era.
Jensen spoke about how computers are evolving from retrieval machines into generative AI factories. The discussion also turned to one of the biggest questions in the AI cycle: whether AGI has already arrived.
Near the two-hour mark of the conversation, Fridman asked Jensen about the "AGI timeline" and whether it is still five, ten, fifteen, or twenty years away, especially given the recent widespread use of agentic AI tools like OpenClaw.
Jensen responded, "I think it's now. I think we've achieved AGI."
It is worth noting that Jensen has previously stated that the AGI timeline depends on how it is defined.
At the 2023 New York Times DealBook Summit, Jensen defined AGI as software capable ...
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