tech
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Asian technology stocks slumped after a report that Nvidia Corp.’s next-generation AI server rack system has been delayed by more than a year due to manufacturing difficulties.
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The problem is that we have seen this horror movie before.
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America’s dominance depends on getting local communities on board.
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The veteran investor has put himself at the centre of the global AI boom. Some think he now has too much control
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The costs of remaining at the frontier of AI are punishing, but the penalties for falling behind may be even worse
Japan AI chip startup taps Malaysia's Oppstar to gear up for production
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SK Hynix Inc.'s $29 billion US stock-market listing may help the company compete in the global stock market for memory chips used in AI computing. Bloomberg's Sangmi Cha breaks down the strategy. (Source: Bloomberg)
AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half.
The problem is that we have seen this horror movie before.
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Michael Burry of The Big Short fame doesn’t buy the narrative that memory chipmakers have entered a supercycle. He has a point.