News
AI, startups, tech and digital transformation — Kazakhstan & the world
Nvidia is moving beyond being a chip manufacturer, becoming a major investor in the AI sector. Over $40 billion has been invested in equity positions across the AI infrastructure stack in one year. This changes the competitive landscape and raises questions about conflicts of interest. Today, May 10, 2026, Nvidia's strategy strengthens its market dominance.
Intel Foundry Services is reaching new heights: Apple is in early talks with Intel and Samsung about producing its chips in U.S. factories due to a shortage of TSMC capacity. This is not a return to joint development but purely a contract manufacturing for Apple chips. Today, May 9th, 2026, investors are noting the growth, which is changing the semiconductor market landscape and opening a window for Central Asian IT companies.
Amidst geopolitical tensions and a 5.83% drop in the S&P 500, Apple demonstrates resilience, outperforming Microsoft and Tesla with losses of 24% and 19%, respectively. The Chinese market grew by 38%, altering forecasts. Investors await the Q2 report on April 30 with revenue of $94 billion.
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.
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