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Nvidia (NVDA) Soars as CEO Huang Heads to APEC, Boosting US-Korea AI Cooperation | GuruFocus | Login to see the signal | |
Nvidia's Jensen Huang To Attend APEC In KoreaSummaryNvidia CEO Jensen Huang will attend October's APEC summit in South Korea, highlighting US–Korea tech ties and AI. The visit spotlights partnerships with Samsung and SK hynix and raises supply-chain and chip-access policy concerns amid recent U.S. equipment waivers revocations. |
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Nvidia (NVDA) Tumbles as G42 Seeks Alternative Chip Suppliers for UAE‑US AI Campus | ReutersRefinitiv | Login to see the signal | |
Abu Dhabi-backed G42 aims to diversify chip suppliers for AI campus, Semafor reportsSummaryAbu Dhabi's G42 is moving to diversify chip suppliers for its UAE‑U.S. AI campus away from Nvidia, engaging AMD, Cerebras, Qualcomm and courting cloud tenants including Amazon, Microsoft, Meta and Google. |
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Nvidia (NVDA) Tumbles as China Ramps AI Chip Production, Huawei and SMIC Expand Capacity | Reuters | Login to see the signal | |
China aims to triple AI chip output, reducing Nvidia's dependency, FT saysSummaryChina aims to triple AI chip output by 2026; Huawei plans new plants and SMIC will double 7nm capacity, targeting reduced dependence on Nvidia as domestic processors close performance gaps amid US export limits. |
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