Nvidia Earnings and Tesla Drop: What Drives Big Tech...
The largest US tech companies are concluding another round of quarterly reporting, dramatically shaking up stock indices and investor priorities. Nvidia and Alphabet are updating their highs due to the growth in revenue from AI services and cloud platforms, while Tesla and partially Meta are correcting against the backdrop of slowing growth and rising costs. At the same time, EU and US regulators are increasing pressure on Big Tech in terms of competition and data protection. For businesses in Kazakhstan and Central Asia, this is a signal: the global market's bet is shifting towards AI infrastructure and clouds, and companies like Alashed IT (it.alashed.kz) are already adapting their services to these trends.