Nvidia's AI Slowdown Sparks Debate as FAANG Soars and SpaceX Shatters Records

This is you Tech Industry Daily: Breaking News & Analysis podcast.

The day after today's market open brings a jolt of momentum and signals a pivotal moment in tech. Nvidia's growth rate has slowed slightly, causing a modest pullback in its stock and sparking debate about the sustainability of the artificial intelligence hardware boom. Despite cautious investor reactions, several analysts remain bullish on Nvidia, emphasizing that artificial intelligence is only in its early innings and requires massive investment in both graphics processing units and new data centers. Meanwhile, the broader FAANG group—Meta Platforms, Apple, Amazon, Netflix, and Alphabet—continues its strong trajectory, with portfolio data showing a year-to-date return over 15 percent and a near 27 percent annualized return over the past decade. The recent drawdown earlier this year, where the FAANG composite shed more than 25 percent over 36 sessions, has nearly fully recovered, reflecting robust investor confidence as we move further into 2025.

Among fresh headline developments, venture capital veteran Nigel Toon, previously of Graphcore, is preparing to launch BlankPage Capital, a new United Kingdom deep technology growth-stage fund dedicated to scaling startups out of research institutions across Europe. This move underlines a rising trend: specialized funds targeting science-driven innovation in artificial intelligence, semiconductors, and next-generation robotics. In parallel, Munich-based defense technology startup Stark secured sixty-two million dollars in a Series B led by Sequoia Capital, with backing from both NATO and In-Q-Tel. This substantial round brings Stark’s valuation to half a billion dollars and demonstrates a surge in venture appetite for applied artificial intelligence in aerospace and security.

On the innovation front, SpaceX recently set two historic milestones: its Falcon 9 booster completed its thirtieth flight and recovery, and a back-to-back launch marked the four hundredth successful droneship landing. The latest Starship test flight achieved full orbital insertion and targeted splashdown, even as engineers work to address damage to the vehicle’s aft heat shield. These breakthroughs position SpaceX to further accelerate the deployment of next-generation Starlink satellites once Starship is cleared for operational missions. More broadly, routine launches—now 108 year to date—demonstrate the company’s relentless cadence and dominant role in launch services.

Looking ahead, action items for both businesses and investors include closely monitoring artificial intelligence sector investments for opportunities in infrastructure and application layers, tracking defense and aerospace tech startups attracting institutional capital, and watching regulatory signals as United States and European Union policymakers move to delineate standards for artificial intelligence safety and cross-border data flows. For consumers and enterprises, expect the rapid integration of generative artificial intelligence, edge computing, and satellite internet to reshape service delivery and competition across multiple verticals by year end.

Thanks for tuning in to this week’s Tech Industry Daily. Be sure to come back next week for more breaking news and expert insight. This has been a Quiet Please production—learn more at Quiet Please Dot A I.


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