What The Chip Happened?

What The Chip Happened?

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🚀 Vertiv Raising the AI Bar Amid Tariff Turbulence
Vertiv shows future growth opportunities despite tariff headwinds, with strategic AI partnerships and booming data center demand driving explosive…
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Jose Najarro
🚨 Nvidia and AMD Rocked by Massive US Export Controls!
Nvidia and AMD face a multibillion-dollar crisis as sweeping US export controls cut deep into their AI chip businesses. Plus, discover how ASML…
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Jose Najarro
📰 Semiconductor Face Tariff Tremors: U.S. Section 232 Probe Underway
Semiconductor finds themselves at the center of a major U.S. investigation targeting chip imports, with tariffs potentially shaking up global supply…
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Jose Najarro
⚠️ TSMC Faces Potential $1 Billion Fine for Export Violations Involving Huawei
TSMC could face a colossal $1 billion fine for allegedly violating U.S. export controls by inadvertently supplying advanced chips to Huawei—highlighting…
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Jose Najarro
💰 Broadcom’s Bold Buyback Boost
Broadcom’s bold $10 billion buyback sends a powerful message of confidence, reaffirming its financial strength despite tariff turmoil and market…
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Jose Najarro
🔥Reigniting Innovation: Intel’s Bold Engineering-Led Era
Intel’s new CEO Lip-Bu Tan is betting big on an engineering-first revival—accelerating AI silicon, doubling down on foundry strength, and promising a…
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Jose Najarro

March 2025

💥 CoreWeave: The AI “Hyperscaler” Takes Center Stage
CoreWeave’s long-awaited IPO finally puts the AI-focused cloud provider in the spotlight, highlighting explosive revenue growth but also stirring…
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Jose Najarro
🤯 Nvidia Caught in China’s Energy Efficiency Crossfire
Nvidia faces a potential $17B dilemma as China’s new data center efficiency rules threaten to undermine its custom H20 AI chip in one of its biggest…
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Jose Najarro
🚀 Photonics-Powered Leap: NVIDIA’s Switch to AI Megafactories
NVIDIA's launch of Spectrum-X and Quantum-X Photonics switches marks a photonics-powered revolution in AI data centers, promising massive energy savings…
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Jose Najarro
🧩 GTC 2025 Preview: Powering AI, Quantum, and the Future of Computing
NVIDIA's GTC 2025 is set to dazzle with the anticipated launch of ultra-powerful Blackwell GPUs, groundbreaking robotics innovations, and ambitious…
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Jose Najarro
🚀 A Mega AI Move: Billions Invested in NVIDIA’s H20 Chips
Tencent's massive investment in NVIDIA's H20 chips signals an aggressive push to dominate China's AI landscape, setting the stage for intense…
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Jose Najarro
🚀 Intel Names Lip-Bu Tan as New CEO for a Bold Turnaround
Intel's bold move to name Lip-Bu Tan as CEO signals a powerful new chapter, tapping a proven turnaround specialist to rejuvenate its competitive edge…
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Jose Najarro
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