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The claims made by Deepseek not proven and they used Nvidias chip smuggled through Singapore shell company. Jensen Huang knows this. The only company in trouble is OpenAi's and other large language model companies that charge users .
Guys.... Just a heads up... Thursday Bank of Japan might increase interest rate again... Carry trade dumping might happen again...USD has weakened today..so carry trade unwinding might be severe
A very good chance JP Morgan holding short position on Suncon and Gamudu. The last time they did that to Topglove, it didn't fair well for Topgloves share price.
But whether data center in Malaysia gets killed or not.. will Frontken be affected? Frontkens plan in Taiwan will still be producing service for tsmc and demand for tsmc will still be strong..right?
Just in
NVIDIA SLAMS BIDEN'S LAST-MINUTE AI CHIP EXPORT BAN
Nvidia is calling out Biden's reported plan to tighten AI chip exports just days before Trump takes office, warning it would cripple the U.S. economy and tech leadership.
Nvidia VP Ned Finkle:
"This disguised anti-China move will hurt the global tech industry, limit U.S. competitiveness, and force countries to pivot to alternative technologies."
The proposal aims to prevent China's military from advancing AI capabilities, but critics argue it will backfire by ceding market dominance to foreign competitors.
