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How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center credit deals hit $178.5B in 2025 so far (Bloomberg)

Bloomberg : How the global AI boom is driven by thousands of newcomers, diluting Big Tech's infrastructure dominance; US data center ...

26 December 2024

Advantest CEO Doug Lefever, whose company is the largest provider of chip testing machines, on AI chip demand, China, and more; Advantest's stock is up 95%+ YTD (Financial Times)

Financial Times:
Advantest CEO Doug Lefever, whose company is the largest provider of chip testing machines, on AI chip demand, China, and more; Advantest's stock is up 95%+ YTD  —  Advantest chief warns any faltering in Big Tech's AI investments will reverberate through supply chain

Posted from: this blog via Microsoft Power Automate.

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