Newsletter archive/Briefing

Oct 30, 2025

Saudi AI Push, NVIDIA’s Expansion & China’s Data Center Gamble

Saudi’s $40B AI push, NVIDIA’s 6G & robot expansion, China’s ocean data centers, Amazon’s Claude chips, Microsoft-OpenAI deal, and Trump’s $80B reactors.

Matthew Berman

Saudi AI Push, NVIDIA’s Expansion & China’s Data Center Gamble