Intel has approached Apple about securing an investment in the ailing chipmaker, part of efforts to bolster a business that’s now partially owned by the US government https://t.co/vGcX7uejQ2 ...

Investment & Partnership - Nvidia is reportedly investing $100 billion in OpenAI [1] Industry Impact - The deal signifies a major investment by a chipmaker in a leading AI company [1]

Stock Performance - Samsung shares reached a year-high following reports of Nvidia's approval for its high-bandwidth memory chips [1] Industry Dynamics - The Korean chipmaker secured long-awaited approval from Nvidia for its high-bandwidth memory chips [1]

Major indexes posted all-time closing highs Thursday as technology stocks surged following news that Nvidia will invest in embattled chipmaker Intel. https://t.co/uoKgJJkIGZ ...

Market Position - Cambricon briefly surpassed Moutai to become China's most expensive onshore stock [1]

Financial Strategy - Sequans plans a $200 million share sale [1] - The purpose of the share sale is to build a Bitcoin treasury [1] Company Focus - Sequans is a French chipmaker [1]

Financial Strategy - Sequans plans a $200 million ATM offering [1] - The offering aims to fund a Bitcoin treasury plan [1] Bitcoin Investment - Sequans targets acquiring 100,000 BTC by 2030 [1]

Investment - SoftBank 将向陷入困境的美国芯片制造商 Intel 投资 20 亿美元 [1]

Government Intervention/Investment - The US government is considering taking a stake of approximately 10% in Intel [1] - This investment could potentially make the US the largest shareholder in the chipmaker [1]

Stargate Project & Investment - Stargate 是 SoftBank 和 OpenAI 之间的一个合资企业，旨在对数据中心进行巨额投资 [1] - 宣布了 5000 亿美元的投资计划 [2] - 计划在未来几年内将数据中心扩展到 10 吉瓦 (GW) [2] - 如此大规模的投资和电力需求为 ARM 带来了巨大的创新机会 [2][3] ARM's Role & Opportunities - ARM 目前是 Stargate 项目中 CPU 的首选 [2] - Grace Blackwell (基于 ARM) 是正在使用的设备 [2] - ARM 正在探索更多机会，可能不仅仅是增强 CPU IP，还可能扩展到更多技术栈 [3][4] - 定制化是数据中心提高性能和功效的重要机会，ARM 拥有很多选择 [4][5] - ARM 正在考虑芯片组 (chiplets)，这本质上是使用 ARM IP 以物理形式交付的计算子系统 [4]