Google is poised to challenge market leader Nvidia in a fast-growing category for chips https://t.co/SsHbaR8AKv ...

ASML makes the indispensable tools that produce semiconductors. But what everyone really wants is the plastic version built by one of its engineers. https://t.co/V4Wh0QXbXA ...

I spoke with @jvisserlabs about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets.We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.YouTube: https://t.co/EjDqoz08DKApple: https://t.co/fGZAJOuwnATIMESTAMPS:0:00 - Intro1:08 - Why stocks keep hitting all-time highs5:44 - AI shortages & supply constr ...

ViTrox Cofounder Returns To The Ranks Of Malaysia’s Richest As AI Boom Fuels Demand For Chip Inspection Equipment https://t.co/aYb4EILJ70 (Photo: ViTrox) https://t.co/4d1BdJxBdZ ...

Elon Musk is laying out plans for FIRMA, a push to build massive chip manufacturing capacity, and he wants suppliers moving at, quote, light speed. Bloomberg reporting that terrified is in reaching out across the chip industry, asking for pricing and delivery timelines and key equipment that includes Applied Materials, Lam Research and Tokyo Electron. According to our sources, in some cases, suppliers forced to respond over a holiday weekend.Must team is also offered to pay above the market price if they ge ...

The area's representative. So Terrified is a joint venture between Space X, which owns X, AI and Tesla to build chip manufacturing at unprecedented scale. And in recent weeks, they have gone out to these key suppliers in the chip manufacturing process and said, quote, US.Tell us how quickly you get us the machines because it's a multi machine process from different providers. If you move more quickly, will pay for it. If you give us priority, access will pay for it.And the names that we know, they've spoken ...

HAIDI: THIS IS THE ASIA TRADE. HAIDI: THE TOP STORIES. OIL LAWYER AND ASIAN STOCKS SET FOR A NEGATIVE OPEN.U.S. EQUITIES ARE NOTCHING RECORD HIGHS AS ISRAEL AND LEBANON AGREE TO A 10 DAY CEASE-FIRE. PRESIDENT TRUMP SAYING A PERMANENT PEACE WITH IRAN IS LOOKING VERY GOOD. BUT GULF, ARAB AND EUROPEAN LEADERS FEAR A DEAL MONTHS AWAY.TMC'S SHARE SLIP, UNDERSCORING THE RESILIENCE OF A. I. DEMAND.SHERY: STILL THAT UPBEAT FORECAST. TECH STOCKS IN THE OVERNIGHT. THE NASA 100, 2017THE S&P 500, NOTCHING ANOTHER RECOR ...

RT Mehdi (e/λ) (@BetterCallMedhi)this is exactly why I moved back to china and I genuinely think most people reading this from the west have no idea what it actually feels like to build herethe thing about shenzhen that changed everything for me is the access, makerspaces everywhere open to anyone, components available in any quantity at any hour, hardware meetups and deeptech demo nights happening every single day where founders show up with actual physical prototypes & get torn apart by engineers who’ve b ...

xAI Terafab Tells Chip Suppliers To Move At "Light Speed," Offers To Pay Above QuotesMusk's $25 billion Terafab project has moved from announcement to active procurement, with teams from the @Tesla, @SpaceX, and @xai joint venture contacting Applied Materials, Tokyo Electron, and Lam Research for equipment quotes and delivery times, according to Bloomberg.Suppliers were told Musk wants to move at "light speed" and that Terafab is willing to pay well above quoted prices for priority. In one case, staff reach ...

MATT: STOCKS HAVE NEVER BEEN THIS HIGH. DANI: BLOOMBERG OPEN INTEREST STARTS RIGHT NOW. MATT: STOCKS AT RECORD HIGHS, THE S&P TOPPING 7000 FOR THE FIRST TIME ON A CLOSING BASIS ON SIGNS THE U.S. AND IRAN MAY EXTEND THE CEASE-FIRE.DANI: THAT RALLY BOOSTED BY TSMC RESULTS. IT RAISED ITS OUTLOOK, REINFORCING CONFIDENCE IN AI DEMAND. MATT: IT IS SHOWTIME FOR NETFLIX.THE STREAMING GIANT REPORTS RESULTS AFTER LOSING THE BATTLE FOR WARNER BROS. BUT MAYBE THAT IS SOMETHING INVESTORS WERE HAPPY ABOUT. DANI: PEPSI AN ...