WS #12593
Nvidia's Vera Rubin on schedule; Wistron opens Texas factory for Blackwell AI servers; SMCI jumps on margin raise and $60B backlog; Quantinuum and SoftBank publish quantum computing white paper. Yen slides past 163 to fresh four-decade low against dollar, pressuring Japanese exporters and impacting US multinationals with Japan exposure.
AI Infrastructure and Semiconductors
Nvidia's Vera Rubin on schedule; Wistron opens Texas factory for Blackwell AI servers; SMCI jumps on margin raise and $60B backlog; Quantinuum and SoftBank publish quantum computing white paper.
Yen slides past 163 to fresh four-decade low against dollar, pressuring Japanese exporters and impacting US multinationals with Japan exposure.