Subscribe for $299 and save 25% on the first year ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
| February 13, 2026 | | Supply, strategy and global tension | | | | | | Nvidia's momentum is running into real-world limits. Chip production is stretched thin, China is reassessing its reliance on Nvidia hardware, and the company is making a bold move into autonomous driving. The AI race is accelerating—but not without friction. Subscribe for $299 and save 25% on the first year. Key highlights: | | | China & export controls Geopolitics tightens Nvidia's supply chain  Exclusive By Qianer Liu |
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| | | Product pressure & execution EV, challenges and competition  AI Agenda By Rocket Drew |
 By Qianer Liu, Anissa Gardizy and Wayne Ma |
 Exclusive By Wayne Ma and Qianer Liu |
 AI Agenda By Amir Efrati |
| | | Nvidia's expanding influence Big Tech bets and IPO momentum  Exclusive By Sri Muppidi |
 Exclusive By Cory Weinberg, Aaron Holmes, Valida Pau and Katie Roof |
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