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May 28, 2026 · Morning edition
Jensen Huang, CEO of Nvidia, has reportedly accepted an invitation to join the advisory board of Tsinghua University's School of Economics and Management in Beijing. This development comes as Nvidia navigates ongoing U.S. restrictions on exporting its most advanced AI chips to China. The prestigious Chinese institution's board also includes Apple's Tim Cook, highlighting the complex relationship between global tech leaders and Chinese academia amidst geopolitical tech rivalries.
Nvidia CEO Jensen Huang has reportedly accepted an invitation to join the advisory board of Tsinghua University’s School of Economics and Management in Beijing, a move that underscores how deeply global technology leaders remain connected to China even as U.S.-China tensions over advanced chips continue to shape the industry.
The board of the prestigious Chinese institution also includes Apple CEO Tim Cook, according to the research. Huang’s reported appointment comes as Nvidia navigates U.S. restrictions on exporting its most advanced artificial intelligence chips to China, placing one of the world’s most important AI companies at the center of a geopolitical contest over computing power, academic networks and access to key markets.
The development lands amid another surge in AI-linked semiconductor enthusiasm. Nvidia and ON Semiconductor led a rally in chip stocks after Nvidia announced record fiscal first-quarter 2027 revenue of $81.6 billion, with data center sales up 92%. Nvidia’s upcoming Vera Rubin platform is projected to cut AI inference costs by 90% and reduce GPU requirements by 75% compared with Blackwell, according to the research. ON Semiconductor also advanced, extending its year-to-date rise to 114% on demand tied to AI data centers and electric vehicle silicon.
Investor appetite is also spreading beyond the most prominent AI accelerator companies. Memory chipmakers SK Hynix and Micron Technology have each surpassed $1 trillion in market capitalization for the first time, driven by demand for memory and storage used in artificial intelligence systems. SK Hynix became the third Asian company to reach that milestone, while Micron’s shares rose after an analyst forecast further growth. The moves point to a broader revaluation of the semiconductor supply chain as investors look for beneficiaries of AI infrastructure spending beyond core graphics processors.
The rapid expansion of AI is also sharpening concerns about security and public policy. The European Central Bank’s outgoing vice president, Luis de Guindos, has urged eurozone banks to increase investment in cybersecurity, warning that new AI models such as Anthropic’s Mythos are increasingly capable of identifying software vulnerabilities. The ECB has been assessing banks’ preparedness and has emphasized the risks posed by legacy systems across the financial sector.
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In the United States, internal government documents obtained by WIRED and cited in the research indicate that federal law enforcement and intelligence agencies are beginning to categorize some anti-data center movements and opposition to AI as “anti-technology extremism.” Reports from entities including the New York Intelligence and Counterterrorism Bureau warn that AI adoption could spark unrest and potentially lead to “anti-tech violent extremist activity” within five years. The classification does not appear in publicly available domestic extremism guides from the Department of Homeland Security or the FBI, raising concerns about surveillance and the possible criminalization of dissent.
Elsewhere in technology, Sumitomo Mitsui Banking Corporation and Toshiba have jointly developed new equity indices using Toshiba’s quantum-driven technologies. The SMBC/TOSHIBA Quantum Driven Diversified Japan Equity Index and the SMBC/TOSHIBA Quantum Driven Diversified U.S. Equity Index use Toshiba’s Simulated Bifurcation Machine to address large-scale combinatorial optimization problems and build diversified equity portfolios. The initiative is aimed at giving investors additional risk-diversification tools in volatile markets.
Together, the developments show AI’s expanding reach across geopolitics, capital markets, financial security and investment technology. Huang’s reported Tsinghua role is the most visible sign of the balancing act facing global technology executives: pursuing relationships in China while operating within a tightening strategic competition over the chips, data centers and models driving the next phase of computing.
Nvidia chief executive Jensen Huang has reportedly accepted an invitation to join the advisory board of Tsinghua University’s School of Economics and Management in Beijing, a move that places one of the world’s most pro…
Read full articleThe European Central Bank’s outgoing vice president, Luis de Guindos, has urged eurozone banks to increase investment in cybersecurity as artificial intelligence reshapes the threat landscape facing the financial sector.
Read full articleSemiconductor stocks climbed to new highs as Nvidia and ON Semiconductor led a rally driven by investor enthusiasm for artificial intelligence infrastructure.
Read full articleSK Hynix and Micron Technology have each exceeded $1 trillion in market capitalization for the first time, marking a major revaluation of memory chipmakers amid surging artificial intelligence demand.
Read full articleInternal U.S. government documents obtained by WIRED indicate that federal law enforcement and intelligence agencies are beginning to categorize some anti-data center movements and opposition to artificial intelligence…
Read full articleSumitomo Mitsui Banking Corporation and Toshiba Corporation have jointly developed two new equity indices using Toshiba’s quantum-driven technologies.
Read full article