EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade
The Circuit
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Intro
This chapter explores the newly approved modified chip architectures for NVIDIA and AMD to be sent to China, highlighting the impact on their stock shares amidst U.S.-China trade tensions. It also examines the competitive landscape with local firms like Huawei and the political lobbying efforts of tech executives.
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