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Amazon (AMZN) Rebounds as Anthropic Bars China-Controlled Firms, Citing National Security | GuruFocus | Login to see the signal | |
Anthropic Shuts Out China-Controlled Firms Over SecuritySummaryAnthropic will block companies majority-owned by China from accessing its AI, citing national security. The restriction expands earlier limits, affects firms worldwide, and highlights rising U.S.-China tech tensions; Anthropic is backed by Amazon and Google. |
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Nvidia (NVDA) Braces for Earnings as China Revenue‑Sharing Uncertainty Looms | ReutersRefinitiv | Login to see the signal | |
The Intel deal that united Trump and SandersSummaryNvidia’s upcoming earnings will test AI demand and reveal impacts from a U.S. revenue‑sharing deal that allows some China sales amid Beijing discouraging GPU purchases, creating near‑term uncertainty for guidance and broader chip sector sentiment. |
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