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6min chapter
Google Shares Surge on Cloud Growth, BYD Beats Tesla on Revenue
Bloomberg Technology
The Semiconductor Showdown: AI and Market Shifts
This chapter delves into the competitive dynamics of the semiconductor industry, examining the effects of U.S. export controls on Chinese firms like SMIC and Huawei. It also explores the advancing AI sector, highlighting investment strategies, major tech developments, and the interplay between semiconductors and cloud infrastructure.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode