It’s rare to see all of this at once: Iran announces it is halting military actions against Israel; Netanyahu instructs the military to cease新一轮 strikes against Iran; Amazon announces a partnership with Corning to expand U.S. fiber optic manufacturing; Google places an order for 3 million TPU chips from Intel, while NVIDIA evaluates Intel’s chip manufacturing capabilities; Jensen Huang says SK’s expansion plan isn’t enough; Elon Musk says the bottleneck lies in chip manufacturing capacity; With the macro industry all moving in unison, a rebound is almost inevitable. We’ll see how CPI turns out on Wednesday.
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