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The $5.4 Trillion Whisper: How Jensen Huang Became Trump’s Favorite Tech Bro

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‼️ 🧠 Alpha Binwani Capital: “Nvidia CEO Jensen Huang has become Trump’s most influential Silicon Valley ally—eclipsing Elon Musk—appearing alongside the president at least six times this term, including trips to Saudi Arabia, the UK, and China, with a state dinner alongside Xi Jinping expected this week. His rise mirrors Nvidia’s ascent from a $420 billion valuation when ChatGPT launched in 2022 to $5.4 trillion today, cementing the company as an AI bellwether with real political leverage. That clout showed when a $1 million-a-head Mar-a-Lago dinner helped stall H20 chip export restrictions to China, and again when Huang, on a casual call with Trump during an All-In podcast summit, agreed regulation “would play into the hands of China,” vowing “we’re not going to let that happen, sir.” No frontier lab—Nvidia, OpenAI, or Anthropic—wants to unilaterally halt recursive self-improvement research, since a valuation reset could erase hundreds of billions to over a trillion dollars in market cap, giving every major player incentive to “keep the music going.” That leaves genuine risk assessment hard to separate from self-interested narrative, since the experts closest to the technology are also the most financially and ideologically invested in downplaying restraint”

#Nvidia #JensenHuang #AI #ArtificialIntelligence #AIRegulation #FrontierAI #RecursiveSelfImprovement #AGI #Semiconductors #TechPolicy

Meta’s Muse Spooks Wall Street: Financials Sink as AI Threatens Habit-Driven Profits

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‼️ Banks, insurers, and online travel agencies fell Tuesday on fears that Meta’s new AI agent, Muse, could erode “consumer inertia”—the habit-driven loyalty that sustains these industries. The S&P 500 Financials Index dropped nearly 2% to its lowest close since July.

The selloff coincided with Muse topping Apple’s US App Store charts. The AI agent can handle tasks like emailing and booking via OpenTable by connecting to third-party services, raising concerns it could undercut businesses that rely on customers not switching providers.