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This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Meta, potentially forcing stock buyback cuts or more borrowing (Martin Peers/The Information)

Martin Peers / The Information : This year's projected capex ramp-up will all but wipe out free cash flow for Amazon, Google, and Met...

27 November 2024

A look at the evolution of China's semiconductor industry and Huawei under US export controls, as GPUs become the new focal point of US-China tech competition (Paul Triolo/American Affairs Journal)

Paul Triolo / American Affairs Journal:
A look at the evolution of China's semiconductor industry and Huawei under US export controls, as GPUs become the new focal point of US-China tech competition  —  Since I last wrote about China's responses to U.S. export controls in these pages, in February 2024, much has changed …

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