Intel is shifting towards a Foundry model akin to TSMC, gaining support from the Biden administration for reshoring efforts. Nvidia's GTC conference unveiled the powerful B200 tensor core chip, signaling the growing importance of compute in the AI revolution. Nvidia also highlighted Project Groot and omniverse digital twin system. Meanwhile, Mustafa Salyman's surprise move from DeepMind's Inflection AI to lead a consumer AI division at Microsoft raised eyebrows, underlining the intense competition in the AI space and Microsoft's shifting approach towards AI innovation.

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