semiconductors
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Two Compute Supply Chains, Diverging in the Data
NVIDIA’s own risk filing now says it is ‘in effect excluded’ from China’s data-center market, while China’s IC exports rose 91.6% and domestic AI accelerators…
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The AI Capex Question, Answered in One Earnings Sheet
A chipmaker posted $96.2 billion revenue, up 106%, with $89 billion from data centers — 92% of the total. Deep time has a way of…