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👇️ Feature: Nvidia Earnings Week: Hype, Hardware, + The Bubble Question

Also: Stocks Slump, Food Tariffs Cut, China-German Pact, Japan v China War Tension over Taiwan +

Company Watch: RIKEN, Ramp $32B Val, Sakana AI, Celero, GMI Cloud
Buzzy Tools: Latest Buzzy tech, AI and financial tools
Deep Tech: The latest in deep tech, biotech, futurism and more
Space Tech: Latest news in the space race and aerospace tech
Crypto: Blockchain and crypto policy and startups or protocols to watch

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TECH IN THE NEWS

Stock Market Slump — U.S. stocks dropped as investors braced for Nvidia's earnings and the resumption of key U.S. economic data releases later this week. Dow fell 1.2%, S&P 500 by 0.9%, and Nasdaq by 0.8%.

Trump Slashes Tariffs — President Trump has removed tariffs on over 200 food products, such as beef and coffee, to combat inflation. A $2K payment plan for low- and middle-income Americans is also proposed.

Sino-German Pact — China and Germany agreed to enhance commercial ties and resolve trade tensions. They focus on fair competition, stable supply chains, and collaboration on critical raw materials.

Japan's Dip — Japan's economy shrank by 1.8% in Q3, the first contraction in six quarters, mainly due to U.S. tariffs impacting exports. Despite slight growth in private consumption and capital spending, a 17T yen stimulus package is underway.

East-Asian Tensions — China warns citizens against traveling to Japan after PM Sanae Takaichi doubles down on possible military action over Taiwan. Both nations summon ambassadors as diplomatic tensions rise.

Nvidia Earnings Week: Hype, Hardware, And The Bubble Question

TechBuzz Editorial

At this year’s Cerebral Valley conference this week, more than 300 AI founders, researchers, and investors participated in an anonymous survey. The result was loud. Participants expect Nvidia to reach a $6T dollar valuation by 2026. That number would have sounded impossible a few years ago, but Nvidia’s role in AI is now so central that many insiders see it as the base layer of the entire industry.

The argument is familiar. Most AI companies still do not know how to make reliable money. Nvidia does not have that problem. It sells the GPUs that train and run everything. If AI demand grows, Nvidia grows. That simple connection has turned the company into the world’s first 5 trillion dollar company, worth more than double the size of Canada’s entire economy.

Yet the hype has cracks. SoftBank and Peter Thiel’s fund both sold Nvidia shares in Q3 and Q4. And even more concerning, 95% of businesses deploying AI say they are seeing no returns. When a company becomes this valuable while its customers struggle to profit, people start asking whether the excitement has outrun reality.

Nvidia’s New Tech Pushes It Deeper Into Everything

Earnings week is not just about revenue. It is about story, momentum, and vision. Nvidia arrived with a long list of new releases that signal it wants to dominate far beyond GPUs.

NVLink Opens Arms
Nvidia will now let NVLink work with Arm-based CPUs. This gives big tech companies more freedom to build custom AI machines while still depending on Nvidia’s GPU ecosystem. It further entrenches Nvidia’s position at the center of AI system design.

Apollo AI Physics Models
Nvidia also introduced Apollo, open AI physics models aimed at simulation-heavy industries like chip design, aerospace, and manufacturing. Early users such as Applied Materials and Northrop Grumman report speed improvements of up to 500x. This puts Nvidia inside the workflows that shape how modern hardware, aircraft, and materials are built.

ALCHEMI AI Microservices
Nvidia also launched ALCHEMI, tools that claim up to 10,000x faster materials discovery. Partners like ENEOS and Universal Display Corporation can now scan millions of molecules at speeds that were once unrealistic. This could reshape batteries, displays, and industrial chemistry.

Blackwell Pushes Deeper Into National Research
Also, Japan’s RIKEN is adding 2,140 Blackwell GPUs to two new supercomputers focused on AI and quantum science. These will support life sciences, and materials work. The upgrade also links into the next version of the Fugaku supercomputer, placing Nvidia at the center of Japan’s push for scientific independence.

GMI Cloud’s 500M Dollar AI Centre in Taiwan
Meanwhile, in Taiwan, GMI Cloud just announced plans to build a $500M AI data centre running around 7,000 Blackwell GB300 GPUs. Once active, the site is expected to generate roughly $1B in contract value. Even Nvidia itself is an early customer. It shows how global AI infrastructure is still expanding at a fast pace.

Together, these launches project an unstoppable global machine. Nvidia is not just selling chips. It is embedding itself into science, national labs, cloud platforms, and industrial design.

The Bubble Science Problem

The excitement around Nvidia sits next to something harder to ignore. AI now hits every classic signal of a tech bubble, according to an academic framework by Brent Goldfarb and David Kirsch. The framework focuses on four signs:

Uncertain business models
Most companies using AI cannot explain when they will make money from it.
Pure play companies
Nvidia is now the core pure play of the AI boom. If AI spending drops, it drops. It has become one of the most concentrated risk points in the market.
Novice investor access
Retail traders can pile in easily. And because the tech is so unpredictable, even experienced investors behave like beginners.
Coordinated belief
AI promises to fix everything, from medicine to climate to education. That shared belief keeps pushing money into the same handful of companies including Nvidia.

Put together, this creates a bubble pattern that looks even larger than the dot-com era. Big tech firms are on track to spend $400B on AI this year. Yet most customers see no gains from those tools.

China’s Cambricon as a Mirror

China’s Cambricon shows how fast valuations can rise when policy, not technology, does the lifting. Chen Tianshi went from a struggling founder to $22.5B dollar net worth as the company’s stock climbed 765% in two years. Revenue jumped because US export bans blocked Nvidia and AMD from selling chips in China, forcing firms to “buy local.”

Cambricon itself admits it still trails Nvidia by years. Its boom came from rules, not breakthroughs. This mirrors the broader bubble issue: excitement mixed with political pressure can inflate markets much faster than real progress can justify.

The Real Earnings Week Question

The numbers Nvidia reports will matter, but the deeper question is this:

Can Nvidia grow fast enough, for long enough, to support a valuation higher than almost any company in history while most buyers still do not profit from AI?

This week will not answer everything. But it will give the clearest signal yet about how long this story can keep rising before gravity starts to pull.

“We've got the maximum level of bubble alert here… This could be a bubble to end all bubbles.”

— Brian Merchant, author of "Blood in the Machine"

COMPANIES TO WATCH

NVIDIA — Partnered with Japan's RIKEN to deploy 2,140 Blackwell GPUs across supercomputers, boosting AI and quantum research. This will aid life sciences, materials science, and climate forecasting.

Amazon — Plans a $15B U.S. dollar bond sale to fund AI infrastructure, attracting $80B in demand. Proceeds will support acquisitions, capital expenditures, and share buybacks. This aligns with other tech firms like Meta and Oracle.

Ramp — The NY-based expense management startup hit a $32B valuation after raising $300M, a 42% increase in three months. Hit $1B in ARR from 50K+ corporates.

Sakana AI — The Tokyo-based startup raised $135M in Series B funding, achieving a $2.65B valuation, Japan's largest AI funding round this year. It plans to expand into finance, manufacturing, and government sectors.

Celero Communications — Raised $140M led by Alphabet's CapitalG to develop a chip for AI data centers, enhancing long-distance connectivity. Focuses on improving efficiency and reducing power consumption in data transmission.

GMI Cloud — Plans to invest $500M in an AI data centre in Taiwan, utilizing Nvidia's Blackwell GB300 chips. Set for March 2026, it will feature 7K GPUs and process 2M tokens/sec with $1B projected contract value.

SignalPulse — Read the Top signals, Startups + Deals From The Last Week

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

Gemini 3 — Set to launch by November 22nd to rival GPT-5.

NVIDIA — RDMA S3 storage accelerates AI training, + Apollo Open AI physics model for engineering simulations.

Cyware — Upgraded Quarterback AI automated threat intel and security.

Alibaba — Qwen AI chatbot enhances shopping; rivals ChatGPT.

Aspora — New feature lets Indian diaspora pay bills in India, no fees.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

NVIDIA ALCHEMI AI — Microservices accelerate materials discovery 10,000x.

Google Stem Cells — Gemini AI improves iPS cell production for better medical use.

Wigner Crystal — Enhances electron interactions for qc, superconductivity.

3D-Printed Mini Turbojet — China's engine hits Mach 0.75.

PAN — Advanced world model for long-term video simulation, forecasting.

CRYPTO WATCH

Bitcoin Dips — Bitcoin hit a six-month low of $93,000 Monday amid tight liquidity and market liquidations and extreme caution indicated by the fear index.

Lighter — The crypto derivatives startup raised $68M at a $1.5B valuation. Operating on Ethereum, it offers zero fees for retail and hit $279.5B trading volume in 30 days.

Grayscale IPO Move — Grayscale Investments filed for an IPO, revealing a revenue dip to $318.7M with net income of $203.3M for the first nine months of 2025.

Bitcoin Miners Heat Homes — Bitcoin mining rigs double as home heaters, helping offset heating costs while generating cryptocurrency. As energy prices rise, this dual-purpose use is gaining traction.

Twitter Hacker — A man convicted for a 2020 Twitter hack, must repay $5.4M in Bitcoin. He received a five-year sentence for compromising accounts like Barack Obama and Joe Biden.

Strategy Buys — Strategy acquired 8,178 BTC for $836M, raising holdings to 649,870 BTC valued at $61.7B. Funded via stock sales, Michael Saylor highlights resilience despite share value drop.

Japan's Overhaul — Japan's FSA plans to reclassify 105 cryptocurrencies as financial products, reducing the crypto gains tax from 55% to 20%. The move includes new exchange disclosure requirements and measures against insider trading.

Project Ensemble — Hong Kong has launched the pilot phase of Project Ensemble to test real-value transactions with tokenized deposits and digital assets. The HKMA aims for 24/7 interbank settlement in tokenized central bank money.

SPACE_RACE

Milky Way Sim_AI simulates stars evolution 100x faster, enhances understanding.

Interstellar Comet 3I/ATLAS_Ion tail growth suggests increased activity.

NASA's DSS-14 Antenna_Over-rotation damage outage, straining space network.

Microgravity Mission_EU microgravity research via SpaceX launches in 2026.

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