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Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips for 2026, while Nvidia holds 700K (Reuters)

Reuters : Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M+ H200 chips fo...

31 December 2025

Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth (Carmen Reinicke/Bloomberg)

Carmen Reinicke / Bloomberg:
Data storage stocks led the S&P 500 in 2025, with SanDisk up 560%+ to become the top performer, followed by Western Digital in second and Seagate in fourth  —  The artificial intelligence trade is moving, and investors seeking cutting-edge ways to play it are snapping up technology …

Posted from: this blog via Microsoft Power Automate.

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