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The Veto on Palantir's £50m Policing ContractLondon Mayor Sadiq Khan has intervened to block a flagship £50m deal between the Metropolitan Police and the controversial US data analytics firm Palantir. The decision, made by the Mayor’s Office for Policing and Crime (Mopac), was driven by a "clear and serious breach" of procurement rules, effectively halting the Met's plans to use Palantir's AI to automate intelligence analysis in criminal investigations.Procurement Breaches and Cost ConcernsThe blockage highlights significant administrative failures in the Met's approach. Mopac found that the force had engaged with only one potential supplier, Palantir, rather than testing the market to ensure value for money.Financial Discrepancy: The Met originally costed the contract at £15m-£25m a year, but the proposed deal was at the top of that range.Legal Risks: Deputy Mayor Kaya Comer-Schwartz warned the process created "legal and reputation risks" for both the Met and the Mayor.Previous Controversy: A previous trial of Palantir's AI to monitor officer behavior was awarded directly without open competition.Political Values vs. Public Safety EfficiencyThe decision reflects a growing tension between the efficiency of AI tools and the political values of public procurement. Palantir, co-founded by Peter Thiel and linked to the Trump administration and ICE, has faced intense scrutiny over its work with the NHS (£330m contract) and the Ministry of Defence.While other forces like Bedfordshire Police have praised Palantir for helping dismantle organized crime gangs, Khan’s office emphasized that Londoners expect public money to go to companies that "share the values of our city."The Future of AI in UK Policing under Political ScrutinyKhan's move is a blow to the Labour government's push for AI in policing. Home Secretary Shabana Mahmood has called for police to "ramp up use of AI," and the government is investing £115m in a national "Police.AI" centre.However, this veto suggests that future contracts will face much higher hurdles. With public petitions and MP criticism mounting, the government may struggle to balance the drive for technological modernization with the political necessity of ethical procurement.

The LeadChinese and Iranian companies are increasingly establishing economic footholds in Russian-occupied Ukrainian regions, particularly in Donetsk and Luhansk, despite international sanctions and Ukraine's territorial integrity concerns. This growing economic integration, described by analysts as "shadow integration," involves Chinese firms supplying construction equipment and telecommunications infrastructure while Iran integrates the occupied territories into its logistical chains.Chinese Companies Establish Economic PresenceIn November 2023, representatives of two Chinese companies signed a deal to supply stone-crushing machinery for construction projects in what they called the "People's Republic of Donetsk," a Russia-backed separatist statelet in southeastern Ukraine. The companies, identified as Zhongxin Heavy Industrial Machinery and Amma Construction Machinery, supplied equipment to the Karansky quarry in the southern Donetsk region, with the crushed stone being used for construction projects in Russia-occupied areas.According to the Eastern Human Rights Group (EHRG), a Ukraine-based think tank, at least 17 Chinese companies operate in the occupied areas, with almost 6,000 Chinese-made relay stations for cellphone connections installed there. Chinese firms are involved in mining, construction, telecommunications equipment supply, and financial services."As Russia integrates its power in the occupied areas and transfers politicians to occupation administrations, Chinese companies carry out another replacement, but in the economy," said Maksym Butchenko from the EHRG.The Economic Transformation of Occupied RegionsThe occupied regions' economy has undergone significant changes since 2014. Out of 94 coal mines that operated in Donetsk and Luhansk (collectively known as the Donbas) before the conflict, only five remain open. The remaining mines "completely reoriented towards working with China and Russia," according to Butchenko.Furthermore, the occupied regions' economy is "totally yuanised" as local businesses use Chinese electronic payment systems through Telegram channels that offer currency exchange and transfers. The yuan is now sold in 79 banks in the occupied areas, creating a financial ecosystem increasingly dependent on China."This is a threatening precedent from the viewpoint of international politics and law because this violates international agreements," Butchenko stated, calling China's approach "shadow integration."Iran's Strategic Economic PartnershipsMoscow reportedly encourages the occupied regions to develop ties with Iran, creating another layer of economic integration beyond China. Tehran buys grain and coal from the occupied territories and "integrates the economy of occupied Donbas into its own logistical chains created after decades of isolation," according to the EHRG.Donskiye Ugli, a Russian coal mining company operating "nationalized" mines in Donetsk and Luhansk, ships the fossil fuel to Iran, according to separatist official Andrey Chertkov. Additionally, local food producers in the occupied territories have begun supplying casein, a milk protein, to Iran."The Kremlin not only gives permission to Iranian companies to enter the occupied areas' market but also encourages them," Butchenko explained, highlighting Russia's active role in facilitating these economic partnerships.International Response and Future ImplicationsBeijing maintains its official position of supporting Ukraine's territorial integrity while calling the Russia-Ukraine war a "crisis." However, unofficially, Chinese companies have "almost captured the entire market in the occupied areas," according to Butchenko.Kyiv has sanctioned Chinese companies operating in the occupied regions, including Alibaba and the China National Petroleum Corporation, and urges Western nations to follow suit. Despite these sanctions, Chinese companies continue to operate, often offering lower prices and technical expertise that is difficult to replace."China is here for good," a business owner in Donetsk told Al Jazeera. "All new equipment here is Chinese from machine tools to ventilators." This growing economic presence, combined with Iran's increasing involvement, suggests that the economic integration of these occupied territories with China and Iran will continue to deepen, potentially creating long-term challenges for Ukraine's territorial integrity and for international efforts to isolate Russia economically.

The Symbolic SummitThe hopes and dreams of Palestinian children from Gaza have reached the top of the world as a kite bearing their handwritten messages was carried to the summit of Mount Everest by a team of mountaineers. The group summited the world's highest peak at 10:48am local time (05:03 GMT) on Thursday, Jordanian Palestinian mountaineer Mostafa Salameh, who was spearheading the expedition but did not summit, confirmed in a social media post.The Humanitarian MissionA team of Nepali Sherpas – led by Italian filmmaker and explorer Leonardo Avezzano – carried the kite to ensure that the dreams of children in the besieged Strip could make it "to the top of the world", Salameh told Al Jazeera from the Everest base camp last week. The 56-year-old climber launched this expedition to raise $10m towards medical aid for children in the Strip and draw global attention towards the difficulties they have faced during the Israeli genocide in Gaza.A Personal Connection to Palestine"After months of preparation, sacrifice, training, fear, hope, prayers, and carrying the weight of a message much bigger than themselves… the kite carrying the dreams of the children of Gaza is now flying above the highest point on Earth," Salameh said in a video posted to Instagram. "From the rubble and pain of Gaza … to the roof of the world. A dream refused to die," he wrote in the caption.The Climbers' JourneySalameh, who has previously summited Everest, stayed at the first base camp due to frostbite and a blood clot in his left hand. "Tonight, at 8,848 metres (29,029 feet) in the death zone where every step feels like a battle between life and exhaustion, Leonardo carried that kite with courage, heart, and purpose," Salameh added. "I am so proud of my brother Leonardo for believing in this mission and for carrying the voices, names, hopes, and dreams of children who deserve to be seen by the world."The Explorer's LegacySalameh is one of 20 people to have completed the Explorer's Slam – the accomplishment of reaching the North and South poles and climbing the highest peaks on all seven continents. He has summited Everest four times, the first being in 2008, the year he was honoured with knighthood by King Abdullah II of Jordan. "What I do best is climb mountains," he told Al Jazeera in an interview last week from the base camp. "I did promise lots of people in my life not to go back to Everest, but this is worth it. As a mountaineer, what I can do is bring the story and suffering of every Palestinian child all the way to the top of the world."From Darkness to LightSalameh acknowledged the immense risks – including death – that come with scaling Mount Everest at 8,000 metres with only 15 percent oxygen, but insisted it was "absolutely nothing" compared with what the Palestinians in Gaza have endured. "This time is very personal for me," Salameh said in another video. "This one hits home for the child in me, because I know what it feels like to be a child at a refugee camp, and I feel for the children of Gaza and what they go through."The Path ForwardSalameh said the "mission [was] not accomplished yet" since summiting Everest was only the halfway point; returning to base camp safely was the next goal for Leonardo and his team. "Tonight, the kite flies above Everest; tonight, the dreams of Gaza touched the sky," Salameh said, ending the video with a chant of "Free, Free Palestine". He emphasised that the summit was not only about climbing a mountain but about humanity, hope, and proving that "even from darkness, something beautiful can still rise into the sky."

Iran Scrutinizes the Latest US Offer Amid Growing Pakistani Diplomatic PushTehran confirmed it has received US views on its peace framework and is currently reviewing them, according to Ministry of Foreign Affairs spokesperson Esmaeil Baghaei. The statement arrives as Pakistan’s Field Marshal Asim Munir readies a visit to Tehran, and Interior Minister Mohsin Naqvi makes a second trip in less than a week to discuss the proposal.Key Numbers Shaping the Negotiation LandscapeThe war entered its nearly three‑month phase, with a ceasefire in place for six weeks.Iran’s original demand list comprises 14 points, including control of the Strait of Hormuz, reparations, sanctions relief, frozen‑asset release, and US troop withdrawal.The US naval blockade, launched in mid‑April, has resulted in the boarding of at least five vessels; a recent incident saw a ship searched and redirected by Central Command.Pakistan facilitated the only direct US‑Iran talks in April and now hosts the military chief for “talks and consultations”.Strategic Implications for the Region and Global PowersAnalysts note that Iran has seized the initiative by shifting focus to the strategic chokepoint of the Strait of Hormuz rather than its nuclear program, forcing Washington to defend its position. The US, wary of appearing weaker than it was on February 26 when it walked away from talks, is attempting to re‑center the nuclear issue. Meanwhile, the Islamic Revolutionary Guard Corps warns that any renewed aggression could expand the conflict beyond the region.What Comes Next? Scenarios for a Fragile Peace ProcessProfessor Scott Lucas of University College Dublin predicts a settlement is possible but cautions that President Donald Trump remains unpredictable, keeping the risk of renewed strikes alive. If the US accepts Iran’s 14‑point framework, a durable cease‑fire could emerge, unlocking the Strait for global shipping. Conversely, a failure to bridge gaps may see the blockade intensify and the conflict spill over, drawing in regional actors.

The WHO World Health Assembly Spotlights a Growing Mental‑Health CrisisThe World Health Organization (WHO) convened in Geneva for its 79th World Health Assembly, placing mental health among over 75 agenda items. With >1 billion people—roughly one in eight worldwide—living with a mental condition, the assembly serves as a pivotal forum for scaling up services and funding.Key Prevalence Figures and Disorder ClassificationsWHO and DSM‑5 categorize mental disorders into mood, anxiety, psychotic, trauma‑related, and other groups. The most common disorders globally are:Depressive disorders: 694.6 per 100,000Anxiety disorders: 686.5 per 100,000Schizophrenia: 210.2 per 100,000Bipolar disorder: 94.6 per 100,000Eating disorders: 47.5 per 100,000Financial Landscape: Spending Gaps Across Income LevelsMedian government spending on mental health is only 2 % of total health budgets. Per‑capita spending varies dramatically:Low‑income countries: $0.04Lower‑middle‑income countries: $0.34High‑income countries: $65.89Regional Prevalence and the Suicide Epidemic2019 WHO data show the following regional prevalence rates:Americas: 15.6 %Eastern Mediterranean: 14.7 %Europe: 14.2 %Southeast Asia: 13.2 %Western Pacific: 11.7 %Africa: 10.9 %Suicide accounts for 740,000 deaths annually—one every 43 seconds. It ranks 17th among all causes of death, but is the 3rd leading cause for ages 15‑29 and 2nd for women 15‑29. Male suicide rates (12.8/100,000) are four times higher than female rates (5.4/100,000).Why the Numbers Matter: Policy, Equity, and Public Health ImplicationsThe data reveal three urgent challenges:Under‑funding: With only 2 % of health budgets allocated, many low‑ and middle‑income countries lack basic treatment infrastructure.Gender and age disparities: Women face higher anxiety and depression rates; young people bear a disproportionate suicide burden.Vulnerable populations: Refugees, Indigenous peoples, and LGBTQ+ communities experience elevated suicide risk.Addressing these gaps requires coordinated investment, culturally competent services, and targeted prevention programs.Looking Ahead: Scaling Up Treatment and Closing the Funding GapIf current trends continue, prevalence will keep rising, especially for anxiety disorders, which have grown >50 % since 1990. Experts predict that doubling global mental‑health spending to at least 4 % of health budgets could halve the treatment gap within a decade, reduce suicide rates, and improve overall productivity. The upcoming WHO resolutions aim to set measurable targets for service expansion, data collection, and cross‑sector collaboration.

The Lead: Worker Exploitation in Aramco's Supply ChainA report by human rights group FairSquare has revealed that migrant workers in Saudi Aramco's supply chain face serious safety risks and exploitation, with difficulties in claiming compensation after injuries. The findings highlight a stark contrast between Aramco's status as one of the world's most profitable companies and the treatment of workers in its extensive contractor network.The Worker's Story: Shrawan Shah Rauniyar's OrdealShrawan Shah Rauniyar, a Nepalese migrant worker, lies in a hospital bed in Saudi Arabia with his legs encased in plaster casts after being crushed under a metal beam that fell off a forklift. Despite working on a project for Saudi Aramco—one of the most profitable companies in the world—Rauniyar was not employed directly by the state-owned energy company but by a small labor supply company.When staff from Saipem (the Italian firm contracted to Aramco) visited him in hospital, they brought flowers and chocolates but delivered a blunt message: "Don't ask us about compensation. We don't know about it. You're a contract worker for us. Talk to your employer." Rauniyar alleges that men from his labor supply company later threatened him in hospital, telling him to "Go home. Otherwise, we'll kill you. We'll kick you out on the street."Less than three weeks after the accident, Rauniyar claims staff from the labor supply company "forcefully" took him to the airport and put him on a plane back to Nepal without receiving the compensation he was entitled to under his contract and Saudi law.The Report's Findings: Systemic Labor Rights AbusesFairSquare's report documents 23 cases of alleged labor rights abuses among workers employed by Aramco's contractors and subcontractors in Saudi Arabia. The report finds that migrant workers in Aramco's supply chain "are exposed to serious safety and health risks, and face significant challenges in claiming compensation in the event of injury or death."Workers interviewed by FairSquare alleged they endured grave labor rights violations, including:Exposure to extreme heatWork shifts of up to 19 hoursBeing put up in what the rights group calls "slum housing"Being paid just 1,000 rials (£200) per month for 10-hour shiftsDeductions from wages for taking days offOvercrowded living conditions with "rotten" foodThe Corporate Giant: Aramco's Scale and InfluenceThe findings are particularly striking given that Aramco is one of the wealthiest, most profitable and influential corporations in the world. As Saudi Arabia's national oil company, it provides about two-thirds of the government's revenue. It is the fourth largest company in the world by revenue, with a market value of about $1.7tn (£1.3tn) – roughly the same as the next five energy companies combined.Aramco employs more than 76,000 people, but this figure hides a far larger number of workers employed through a long and complex chain of thousands of contractors and subcontractors. These workers, who are overwhelmingly migrant laborers from South Asia, do the often difficult and dangerous work that drives Aramco's profits, from constructing its facilities to transporting its petrol.The Global Brand: Aramco's World Cup ConnectionAramco is not just the economic engine of Saudi Arabia but also plays a leading role in the kingdom's efforts to rebrand itself on the global stage, notably through sports. As one of Fifa's main sponsors, its name will be plastered all over the World Cup. However, severe labor violations were uncovered at Aramco Stadium, the first new venue to be developed for the 2034 football World Cup.Earlier this year, it was reported that the family of a Pakistani worker who fell to his death at the stadium was still waiting for compensation almost a year after his death. This case, along with others documented in FairSquare's report, raises questions about Aramco's commitment to worker safety and rights despite its high-profile global partnerships.The Legal Framework: Corporate and Government ResponsibilitiesSuch an extensive labour supply chain does not exempt Aramco from its responsibilities to its entire workforce. The UN's Guiding Principles on Business and Human Rights require companies to prevent human rights abuses "throughout their operations". Aramco appears to accept this, stating online: "Aramco is committed to supporting and empowering our workforce and the communities where we operate. The safety and wellbeing of our employees, their dependents, and our company's contractors is paramount to our strategy and operations."As a majority state-owned company, the UN's guiding principles put additional responsibilities on the Saudi government "to ensure that relevant policies, legislation and regulations regarding respect for human rights are implemented". However, the findings suggest that these principles are not being effectively enforced in practice.The Aftermath: Life After InjuryNow back in Nepal, Rauniyar is confined to a small room he rents. Doctors have told him the bones in his right leg have not joined properly and he may need further surgery, but he says he does not have the money for it. "My legs hurt when I walk. I can't lift weights. If my legs hadn't been broken, I could have worked somewhere, but not in this condition," he says.Even before the accident, Rauniyar was struggling in Saudi Arabia. He claims he was housed in overcrowded rooms "like pigs", and his fellow workers fell sick because of the "rotten" food. Now he relies on his wife's meagre teaching salary of 7000 rupees (£35) a month and some fees from tuition classes he runs for local children. "We are poor. I don't have a home. I don't have anything. My life has collapsed," he says.The Compensation Crisis: Broken PromisesUnder Saudi law, when a worker is injured or dies in the course of their job, they or their family should receive compensation from a government insurance scheme or directly from their employer. Yet compensation was only paid out in one of the six cases of injury or death documented in FairSquare's report.FairSquare's findings are consistent with reports from Human Rights Watch and the Business and Human Rights Resource Centre, which last year found evidence of rights abuses in Aramco's labour supply chain. These repeated findings suggest a systemic issue that goes beyond isolated incidents.The Industry Impact: Reputational Risks and AccountabilityThe revelations about labor conditions in Aramco's supply chain come at a time when multinational corporations face increasing scrutiny over their human rights records. As Aramco continues to expand its global partnerships and sponsorships, including high-profile sporting events like the World Cup, these findings pose significant reputational risks.The case also highlights the challenges of enforcing labor rights in complex supply chains, where responsibility is often diffused across multiple layers of contractors and subcontractors. This creates a situation where workers fall through the cracks, with no clear entity held accountable for their welfare.The Future Outlook: Calls for Reform and AccountabilityFairSquare's director, Nick McGeehan, stated: "Aramco obviously has a responsibility to protect these workers, but it also has tremendous influence to set standards that flow down its supply chain to hundreds of thousands of workers across Saudi Arabia. The neglect that we see in its supply chain indicates that it takes migrant worker protection no more seriously than the Saudi state."As global attention focuses on Saudi Arabia's hosting of the World Cup and its broader Vision 2030 economic diversification plan, there are growing calls for Aramco to demonstrate genuine commitment to worker rights. The company faces the challenge of reconciling its public commitments to safety and wellbeing with the realities faced by workers in its supply chain.

Australian men’s cycling has hit a historic high as four riders – Chris Harper, Ben O’Connor, Jai Hindley and Michael Storer – sit inside the Top 10 of the Giro d’Italia after stage 11, a first‑time achievement for the nation.Four Australians Break Into Giro d’Italia Top Ten at Mid‑RaceStage 11 to Chiavari saw Chris Harper climb to 10th place, while compatriots Ben O’Connor (5th), Jai Hindley (6th) and Michael Storer (7th) already occupied higher slots. The quartet’s rise comes after a post‑COVID slump, with only 12 Australian starters this year compared with 14 the previous edition.Time Gaps and Rankings Highlight Australian SurgeCurrent General Classification (GC) after stage 11:1. Afonso Eulálio (Portugal) – 44h 17m 41s2. Jonas Vingegaard (Denmark) – +27 s3. Thymen Arensman (Netherlands) – +1 m 57 s4. Felix Gall (Austria) – +2 m 24 s5. Ben O’Connor (Australia) – +2 m 48 s6. Jai Hindley (Australia) – +3 m 06 s7. Michael Storer (Australia) – +3 m 28 s8. Derek Gee (Canada) – +3 m 34 s9. Giulio Pellizzari (Italy) – +3 m 36 s10. Chris Harper (Australia) – +4 m 09 sThe three‑way Australian cluster sits within 40 seconds of each other, underscoring a coordinated threat to the race leaders.Implications for Australian Cycling’s Global StandingHistorically, Australia has never placed more than two riders in a Grand Tour’s Top 10. The current quartet eclipses the 2024 Giro pairing of Ben O’Connor and Michael Storer, suggesting a deepening talent pool and stronger team strategies from Australian squads such as Jayco AlUla and Red Bull‑BORA‑Hansgrohe.Boosts sponsorship appeal for Australian teams.Encourages increased youth participation back home.Positions Australia as a consistent GC contender in future Grand Tours.Outlook: Podium Hopes and Potential Grand Tour LegacyWith ten stages remaining, the Australians must navigate upcoming high‑mountain finishes, notably the 16.5 km summit at Pila. Jonas Vingegaard remains the primary rival, but the tight time gaps keep podium possibilities alive for Ben O’Connor, Jai Hindley and Michael Storer. A podium finish would cement a historic Australian legacy and could pave the way for a first Grand Tour victory in the coming years.

The End of an Era for Sustainable GastronomyMichelin has abruptly retired its green star award, which recognized restaurants for demonstrating exceptional commitment to sustainability practices and eco-friendly cooking. The decision has left UK chefs who received the accolade feeling betrayed and questioning the timing and reasoning behind the move.The Green Star's Brief History and SignificanceIn 2020, Michelin introduced the green star as a way to acknowledge restaurants that prioritized eco-friendly ingredients, reduced waste, and demonstrated environmental responsibility. Winners received a green plaque to display and were able to feature the star on their websites, similar to the traditional Michelin stars.The award quickly became a prestigious recognition in the culinary world, with 37 restaurants across the UK and beyond earning the distinction. For many establishments, it represented not just an environmental commitment but also a significant marketing advantage that helped them stand out in a competitive industry.Economic and Professional Impact on Award-Winning RestaurantsThe loss of the green star represents more than just a symbolic change for affected restaurants. For many, it means losing a key differentiator in an increasingly crowded fine-dining market. The award provided international recognition, facilitated collaborations with other chefs, and attracted customers specifically interested in sustainable dining experiences.Restaurants like Pythouse Kitchen Garden in Wiltshire, Culture in Falmouth, and Homestead Kitchen Garden in North Yorkshire reported that the green star brought them customers who shared their environmental values. The award was particularly valuable for smaller, independent establishments that built their brand around sustainability.Industry Reactions and Broader ContextThe decision has been met with widespread disappointment from the culinary community. Piers Milburn of Pythouse Kitchen Garden expressed feeling "let down" by Michelin, noting that the company had built a platform for businesses to thrive from the accolade before abruptly removing it. Hylton Espey of Culture restaurant criticized the lack of communication, stating they learned about the changes only after the press release was issued.The retirement of the green star comes amid a broader trend of corporations reducing sustainability initiatives globally. Some chefs have expressed concern that this may reflect a wider retreat from environmental commitments, particularly in light of political shifts in certain regions.The Future of Sustainable Recognition in GastronomyIn place of the green star, Michelin has introduced "Mindful Voices," described as a "global editorial platform" about sustainable restaurants and people "pioneering new approaches in the fields of gastronomy, hospitality and wine." However, this platform will not bestow any official accolade, leading many to view it as an inadequate replacement.Some industry observers suggest the retirement may be due to branding confusion, as the green star visually resembled the traditional Michelin star, leading some customers to mistakenly believe recipients had received a full Michelin star. Despite this explanation, many chefs remain unconvinced and feel the decision undermines years of work toward more sustainable practices in the restaurant industry.

Lead: Nvidia’s $200B Market Play UnveiledJensen Huang told investors that the recently launched Vera CPU creates a brand‑new $200 billion total addressable market (TAM) for the company, targeting the emerging “agentic AI” segment.Vera CPU Positioned as the Gateway to Agentic AIDuring the earnings call, Huang described Vera as the world’s first CPU purpose‑built for autonomous AI agents, sold both standalone and bundled with the Rubin GPU. He highlighted that agents rely on CPUs for task execution, differentiating Vera from traditional cloud CPUs that prioritize core count.Introduced: March 2026Targeted use‑case: AI agents and robotic physical AIKey partnership claim: Every major hyperscaler and system maker is evaluating VeraRevenue Surge and $20B Vera Sales Signal Market MomentumNvidia reported a record quarter of $81.6 billion revenue and forecast $91 billion for the next quarter. Huang added that the company has already sold $20 billion worth of standalone Vera CPUs this year, emphasizing that this is only the beginning of the TAM.Q2 2026 revenue: $81.6 billionFY2026 revenue outlook: $91 billionVera CPU sales to date: $20 billionPotential Shift in the AI Compute LandscapeThe announcement pits Nvidia against entrenched CPU players such as Intel and AMD, while also confronting cloud providers developing in‑house AI chips. Notably, Amazon Web Services recently secured a large AI‑CPU contract with Meta, and its CEO Andy Jassy has signaled confidence in AWS’s ability to compete with Nvidia on both GPUs and CPUs.What Lies Ahead for Nvidia’s Agentic AI StrategyHuang predicts billions of AI agents will emerge, each requiring dedicated compute akin to personal computers. If Vera gains traction, Nvidia could become the de‑facto supplier for agentic CPUs, expanding its ecosystem beyond GPUs. However, the company must sustain performance leadership and convince hyperscalers to adopt Vera over internal silicon solutions.