Google Puts a Crack in Fortress Nvidia

Published on November 28, 2025

The dominance of Jensen Huang and Nvidia in the AI hardware market is facing a significant challenge, signaling a shift in the industry's power dynamic. This is driven by news of Google potentially selling billions of dollars in its own Tensor Processing Units (TPUs) to Meta, following a similar major deal with Anthropic.

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Tech Cowboys, Slow Your Credit Binge. But Don’t Stop.

November 28, 2025
With corporate bond spreads widening and Oracle Corp.’s credit default swap spiking to a multi-year high, Wall Street is getting worried that a flood of debt sales from Big Tech is overwhelming buyers and could blow up credit markets.

The Pension Revolution Is Better for Savers

November 28, 2025
This article argues that the pursuit of high returns by institutional investors, like insurers and pension funds, through illiquid and opaque private market investments is a repeating mistake that risks underfunding future liabilities.