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Bigger Pic: Cracks in the AI Crown? Nvidia, China’s GPU Push and the Road to 2026
Published 9 months ago
Description
As 2025 draws to a close, markets are navigating a volatile mix of AI disruption, geopolitics and macro uncertainty. China’s GPU challengers MetaX and Moore Threads are raising fresh questions about Nvidia’s long-term dominance, just as the threat of tighter U.S. trade restrictions looms over the chip sector. Add a delayed U.S. GDP report and thin year-end liquidity, and investors are being forced to reassess positioning into the final week of the year. Oriano Lizza, Sales Trader at CMC Markets Singapore, shares his view on tech and AI, near-term market risks, and the key themes shaping investor strategy heading into 2026.
Produced/Presented: Ryan Huang
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