Reuters Morning Bid Week In Review: AI angst
Feb 28, 2026
A rundown of investor unease over AI-driven job losses and a viral research scenario that spooked markets. Discussion of Nvidia’s blockbuster results and why markets still pulled back. A look at booming memory-chip winners in South Korea and how global chip demand is reshaping tech supply chains. Concerns about China’s access to US chip technology and investor caution around AI hype.
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NVIDIA Growth Masks Customer Concentration Risk
- NVIDIA's stellar revenue growth still disappointed markets because shares were priced for perfection.
- The company revealed two thirds of revenue comes from about four big customers and plans a $30 billion investment in OpenAI, heightening concentration risk.
Memory Makers Are Winning the AI Supply Crunch
- Memory chipmakers are clear beneficiaries of AI-driven demand as they cannot produce chips fast enough.
- South Korea's Samsung, Micron and SK Hynix drove the Kospi near doubling, with Samsung tripling in six months.
China Stands Aside From US Chip Sales
- China remains a wildcard for chip demand because domestic firms are being encouraged to avoid buying US-designed models.
- NVIDIA lobbied for licenses to sell advanced chips in China, but Reuters reports Beijing discourages purchases to build local models.