As markets open for the first working day of 2026, Nvidia sits at the centre of the global AI story. From surging demand for its H200 chips and fresh talks with TSMC to rising orders from Chinese tech firms and growing debate around valuation, the company has become a barometer for confidence in artificial intelligence spending.

Join Dan Koh and Ryan Huang as they unpack the latest headlines surrounding NVIDIA, explain why supply constraints now matter as much as demand, and explore what Nvidia’s performance could signal for tech, markets and investor sentiment in the year ahead.