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2 analyses

The Hidden Revenue-Share Deal Behind US Chip Export Controls
Tech
The Hidden Revenue-Share Deal Behind US Chip Export Controls

While headlines focus on investment pledges, buried details reveal Nvidia may give 25% of China sales to the US government. This unprecedented arrangement reshapes the entire chip geopolitics playbook.

Ft · Mar 6, 2026 · 4 min
6.375 ObjectivityMid SourcingHigh Logic
The Fed Gamble That Has Wall Street Choosing Sides
Finance
The Fed Gamble That Has Wall Street Choosing Sides

Rate cuts during economic strength historically spell trouble, but AI optimists argue this time is different. Our analysis reveals which camp has the stronger case—and bigger blind spots.

Ft · Feb 17, 2026 · 4 min
5.75 ObjectivityLow SourcingGood Consistency
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