Tariffs and the AI Trade, Trump's China Tech Blacklist, Apple's Cook Praises DeepSeek 3/26/25
Squawk on the Street
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Navigating the AI and Semiconductor Landscape
This chapter explores the shift from traditional search engines to AI applications among younger users and discusses CoreWeave's upcoming IPO amid concerns about customer concentration and financial stability. It examines the semiconductor industry's dynamics, particularly regarding the role of GPUs and key players like NVIDIA, while addressing skepticism about market positions and IPO valuations. Additionally, the chapter touches on Tesla's evolving strategies and partnerships within the tech ecosystem, highlighting significant opportunities and challenges ahead.
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