News
AI, startups, tech and digital transformation — Kazakhstan & the world
The global technology sector is experiencing a period of heightened uncertainty amid rising market volatility. The VIX index is trading at 27 with a trend towards approaching 28, indicating growing investor concerns. The upcoming earnings reports from the largest technology companies will be a key factor in determining the market's future trajectory in the coming weeks.
On March 20, 2026, the US Attorney's Office announced charges in an attempt to circumvent export restrictions on advanced AI technology. The scheme involved Southeast Asia and affected servers with Nvidia chips. This intensifies pressure on the global chip market and compliance for tech companies. Today's events underscore how AI computing is becoming a geopolitical asset.
At the annual GTC conference, CEO Jensen Huang announced record sales plans for AI chips. The forecast pertains to the Blackwell and Rubin platforms, whose demand is growing due to the AI boom. This event changes investor expectations and strengthens Nvidia's position in the semiconductor market. Today, March 20, 2026, the tech sector is reacting with growth despite the correction in chips.
On March 19, 2026, Nvidia announced a strategic $2 billion investment in Nebius, strengthening its position in the AI infrastructure chain. This decision reflects the growing demand for specialized computing for the next generation of models. For the market, this is a signal of the need for massive capital investments in physical infrastructure. Today's news shifts investor focus from software to energy and data centers.
Against the backdrop of the AWE2026 exhibition in Shanghai, where attendance grew by 30% year-over-year, it becomes clear: the technology market is entering a new phase. Venture capital funds are no longer chasing speculative AI startups but are looking for companies with real economies and clear paths to profitability. This means fierce competition for leaders and revaluation for mid-tier companies.
The announcement was made at the GTC 2026 conference by Nvidia CEO Jensen Huang. The trillion-dollar order book reflects the fierce competition between Amazon, Microsoft, and Google to build powerful data centers for training large language models. Simultaneously, Nvidia is expanding its portfolio by releasing new processors for agent AI, which could redefine the architecture of modern data centers.
On March 17, 2026, Meta expanded its deal with Nebius to $27 billion, securing access to AI infrastructure clusters. This comes as Nvidia GTC conference begins, discussing global AI prospects. Technology market grows 1.2% on Nasdaq 100 despite geopolitical risks.
Technology stocks rallied sharply on March 16, 2026, as inflation fears eased following a temporary decline in oil prices. The SPDR Select Sector Technology index rose nearly 2%, despite year-to-date losses due to doubts about the AI boom. This occurs amid a geopolitical crisis with the closure of the Strait of Hormuz, where Brent crude exceeded $100 per barrel, threatening global inflation.
© 2024 Alashed IT. Все права защищены.
it.alashed.kz
