Pinned post

Shares of data center real estate company Fermi closed down 34% after a tenant terminated a $150M agreement to help fund an AI campus in West Texas (Financial Times)

Financial Times : Shares of data center real estate company Fermi closed down 34% after a tenant terminated a $150M agreement to help fun...

12 December 2025

David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants "semiconductor independence" and to "prop up and subsidize Huawei" (Maggie Eastland/Bloomberg)

Maggie Eastland / Bloomberg:
David Sacks says China is rejecting Nvidia's H200 AI chips, because the country wants “semiconductor independence” and to “prop up and subsidize Huawei”  —  China has figured out the US strategy for allowing it to buy Nvidia Corp.'s H200 and is rejecting the AI chip …

Posted from: this blog via Microsoft Power Automate.

Daily Deals