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Tuesday, 12 August 2025

Trump says "it's possible" to make a deal to let Nvidia sell Blackwell chips "enhanced in a negative way" in China and calls H20 "an old chip" China already has (Financial Times)

Financial Times:
Trump says “it's possible” to make a deal to let Nvidia sell Blackwell chips “enhanced in a negative way” in China and calls H20 “an old chip” China already has  —  US president confirms he negotiated ‘a little deal’ with chipmaker's chief Jensen Huang



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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...