What’s New Today: Nvidia has tightened sales terms for H200 AI chips in China, demanding full upfront payments with no cancellations or refunds. China has paused some purchases while reviewing local chip quotas, shifting regulatory risk to buyers as inventories stay tight and US–China export rules keep changing.
Fast-Track Insights: Capital continues to move into real assets as 4Founders Capital launches a €60 million fund focused on mid-market hotels in Spain’s Tier 2 cities, targeting over 12% net IRR. Enforcement agencies step up scrutiny as the ED cracks a nationwide fake government jobs racket spanning more than 40 departments. In finance, generative AI cuts operating costs by 15–20% across core banking functions, with global AI investment expected to cross $500 billion. Meanwhile, Bitcoin is set for a flat Q1 2026 as capital inflows slow and weak sentiment caps upside.
Let’s dive deeper into what this means for global supply chains, asset allocation, financial technology, and digital markets.
Nvidia now asks Chinese buyers to pay fully upfront for H200 AI chips. Orders allow no cancellations or refunds. China has paused some purchases while reviewing local chip quotas. The move shifts regulatory risk to customers as demand stays strong, inventories remain limited, and US–China export rules keep changing in 2026.
4Founders Capital has launched a €60 million hospitality fund focused on mid-market hotels in Spain’s Tier 2 cities. The six-year vehicle targets about 15 assets with steady yields and digital upgrades. The firm expects over 12% net IRR and plans to expand the platform across Southern Europe. Read More…
The Enforcement Directorate raided 15 locations across six States over a fake government jobs scam. An organised gang sent forged appointment letters using fake official emails and paid salaries briefly to gain trust. The fraud began with railway jobs and later spread to over 40 government departments nationwide.
Generative AI has taken over basic financial operations and has reduced costs anywhere from 15% to 20% while increasing efficiency. Among the various activities that banks and financial tech companies have turned over to AI are compliance, research, reporting, and customer support. According to Goldman Sachs, the worldwide investment in AI will exceed $500 billion, and the decisions made regarding governance and regulation will determine the sustainable winners.
The crypto analysis firm CryptoQuant anticipates that Bitcoin's value will be stable during the first quarter of 2026 because of the decrease in capital inflows. Ki Young Ju, the company's leader, reported that there is a trend of investors transferring their investments from cryptocurrencies to equities and precious metals. The influx of ETFs signifies that the institutions are still involved but on the downside of ‘weak sentiment’ limiting any potential upsides and making it less likely to have rapid shifts in price.