The Hotline Summit: Trump, Xi, and the Chip War That Didn’t Move
Washington got an AI incident hotline and a two-month tariff truce. It got no movement on the export controls that are the…
Every prompt/power story on China, including “The Hotline Summit: Trump, Xi, and the Chip War That Didn’t Move” and “Nvidia’s China Freeze Is Now…
Washington got an AI incident hotline and a two-month tariff truce. It got no movement on the export controls that are the…
Nvidia now guides to zero China data-center revenue as its baseline. When the world's most valuable chipmaker stops pricing China in, the…
Chip stocks lost roughly $1.3 trillion in five sessions while Samsung posted a record quarter. The market is pricing policy and payback,…