WS #10618
Qualcomm acquires Modular for $3.9B, Sunrun surges on Tesla AI data center deal, South Korea discusses chip cluster investments, Bitcoin breaks $60,000. Nvidia CEO Huang says national security comes first, calls black market data centers a 'dead end', reinforcing NVDA's strategic moat and export control compliance.
AI infrastructure and chip expansion
Qualcomm acquires Modular for $3.9B, Sunrun surges on Tesla AI data center deal, South Korea discusses chip cluster investments, Bitcoin breaks $60,000.
Nvidia CEO Huang says national security comes first, calls black market data centers a 'dead end', reinforcing NVDA's strategic moat and export control compliance.