NVDA

Deal or No Deal? Why Nvidia's Biggest AI Partnership Still Isn't Signed After 90 Days

Deal or No Deal? Why Nvidia's Biggest AI Partnership Still Isn't Signed After 90 Days

Zero Dollars Transferred: The AI Deal That Never Happened"

Amazon

+12

CHIPS Act 2.0: $52 Billion in Subsidies Just Redrew the Global Semiconductor Map

CHIPS Act 2.0: $52 Billion in Subsidies Just Redrew the Global Semiconductor Map

New fabs go live 2025-2027. From 12% to 20% by 2030. That's the ambitious goal.

TSMC

+7