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- US High-Cost AI vs. China Low-Cost: Lee Jae-myung Abandons AI, Reviving Jensen Huang’s GPU Abandons AI to ‘Provide Demand for 50 Million Citizens’, Reviving Jensen Huang’s GPU As the US competed in from the national strategy of becoming an "AI powerhouse" to "limiting supply chains," declaring that
- Chipflation Micron’s blowout results this week underscored the shift, with customers locking in $22 billion of supply of its memory chips in a sign of tightening markets and rising pricing power.
- Hawkish Fed Under Kevin Warsh Drives US Treasury Yields Higher and Strengthens Dollar Hawkish Fed Under Kevin Warsh Drives US Treasury Yields Higher and Strengthens Dollar In his first Federal at 3.50% to 3.75% during its mid-June 2026 meeting, updated economic projections revealed a notable shift
- This is how much copper, nickel, cobalt an electric vehicle world needs Glencore commissioned CRU to measure the impact the global shift away from internal combustion engines The London-based research company modelled metal requirements across the supply chain – from generation