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Investing in the AI Buildout
Bloomberg Technology·2025-06-17 19:40

I'm interested in what you think about the federal support of chips and the incentives to build here in the United States. Ultimately, is that what you want to see from a profit margin perspective. I think it highlights the importance of semiconductor industry as a whole, the strategic importance.But I think it's not just us, right, globally. Each country, they want to see more capacity built domestically for domestic consumption. So I think broadly speaking, it's too early to tell whether or not it's neces ...