Nvidia's sterling armor was dented this month. After years of meteoric success, the chipmaker and its CEO Jensen Huang have increasingly found themselves playing defense - an unusual position for the company. Nvidia headed into the month with its stock price at an all-time high, bolstered by increasing AI spending from some of its major Big Tech customers like Meta, Microsoft, and Google.
But as the summer fades to fall, the events that transpired this season have set the conditions for what's likely to be an even more eventful - to use a euphemism - end to the year. To that end, Digiday managing editor Sara Jerde joined Digiday Podcast hosts Kimeko McCoy and Tim Peterson to recap the stories of the summer and analyze what they portend for the rest of 2025 and beyond.