WS #12610
Wistron opens first US AI server factory in Texas for Nvidia, producing GB300 and upcoming Vera Rubin superchips, expanding domestic AI infrastructure. Bloomberg reports BOJ is open to faster rate hike pace as yen adds price risk, a hawkish surprise that could trigger carry trade unwinding and pressure US tech stocks. Goldman Sachs reports hedge funds sold US tech stocks at a record pace over the past eight weeks, with cumulative reduction in market value of about 10%, signaling institutional capitulation. Intel launches fresh layoffs in Data Center and AI unit ahead of earnings as CEO Lip-Bu Tan pushes turnaround strategy, indicating ongoing cost-cutting and restructuring.
Nvidia Supply Chain Expansion in US
Wistron opens first US AI server factory in Texas for Nvidia, producing GB300 and upcoming Vera Rubin superchips, expanding domestic AI infrastructure.
Bloomberg reports BOJ is open to faster rate hike pace as yen adds price risk, a hawkish surprise that could trigger carry trade unwinding and pressure US tech stocks.
Goldman Sachs reports hedge funds sold US tech stocks at a record pace over the past eight weeks, with cumulative reduction in market value of about 10%, signaling institutional capitulation.
Intel launches fresh layoffs in Data Center and AI unit ahead of earnings as CEO Lip-Bu Tan pushes turnaround strategy, indicating ongoing cost-cutting and restructuring.