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Alibaba's RISC-V AI Chip: Breakthrough or Hype?
Alibaba announces a new RISC-V AI chip, claiming massive investment to challenge Nvidia's dominance. Is it a true breakthrough or another unfulfilled promise?
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Apple's $100B US Manufacturing Plan to Dodge Tariffs
Apple announces a massive $100 billion investment in US manufacturing to circumvent potential tariffs. Explore the implications for American-made iPhones and consumer costs.
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Nvidia's Secret Buyers: Two Customers Drive 40% of Revenue
SEC filings reveal Nvidia's top two mystery customers account for 40% of revenue, driving $18.2B in Q2 sales. Understand the concentration risk and its implications.
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U.S. Government Takes $10 Billion Stake in Intel Under CHIPS Act
U.S. government converts federal subsidies into a $10 billion, 10% equity stake in Intel under the CHIPS Act, pressuring the CEO to boost domestic production.
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