Strategic Investments in Rare Earths and Energy Trends

Has the US government suddenly allowed Nvidia back in business in China? A segment wherein I make the case the GW’s are the new metric that matters to the tech industry, over and above anything else. Windsurf finds a permanent home. And is China already producing the smartglasses Zuck wants to see next?

Links:

• Nvidia, AMD to Resume AI Chip Sales to China in US Reversal (Bloomberg)
• Apple to Buy Rare Earths From Pentagon-Backed US Producer MP (Bloomberg)
• Zuckerberg Says Meta Will Build Gigawatt-Size Data Centers (Bloomberg)
• Meta’s New Superintelligence Lab Is Discussing Major A.I. Strategy Changes (NYTimes)
• Cognition AI Buys Windsurf as A.I. Frenzy Escalates (NYTimes)
• China’s AI glasses market takes shape as Xiaomi’s entry inspires early adopters (SCMP)

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