Chinese tech giants quietly adopt a new AI chip — not from Nvidia. What happens next?
U.S. vs China
+3
One monopoly at a discount. One diversifying into $50B markets. Three at trough valuations
TSMC
+8
Meta's $14B bet on Google chips signals the end of Nvidia's pricing monopoly
AI chips
NVIDIA beat estimates again. And guided even higher
+10
Company executives unloaded $1 billion in shares before the 62% revenue surge