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Episode #109 - XPeng Earnings, Geely Explained, Updates on the Price War

China EVs & More

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The Chips Act Is the US Government Encouragement for Bringing Back or Reshoring Fabrication of Silicon in the United States

Lay: Nvidia is the biggest beneficiary of this AGI or generative AI revolution because they need the computing to do these things that are spit it out, right? I mean, Nvidia is just sitting there counting Benjamin's basically. Lay: The chips act is the US government encouragement for bringing back or reshoring fabrication of Silicon in the United States. TSMC has already famously announced a total of $4 billion worth of investment in Arizona.

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