Wendy Cromwell, who helps oversee $US1.3 trillion at Wellington Management, says China’s boom gives investors a template for the artificial intelligence revolution.

Nvidia has committed over $40 billion in AI equity investments in 2026, including stakes in OpenAI, Corning, and IREN, reshaping the AI

Anthropic signed a $35 billion cloud deal backed by Nvidia for a new data center, adding to over $100 billion in compute commitments ahead of a