WS #12933
Google raises spending estimate to $205B, OpenAI-Nvidia discuss $250B backstop, Michael Burry increases bearish AI bets, and The Verge notes AI spending is making Wall Street nervous. Magnitude-7.1 earthquake in Kumamoto traps people in mall, forces TSMC, Sony, Fujifilm plant evacuations, threatening semiconductor supply chains. FCC bans imports of Chinese robots and power inverters, citing national security concerns, escalating trade tensions.
AI Capex Concerns Intensify
Google raises spending estimate to $205B, OpenAI-Nvidia discuss $250B backstop, Michael Burry increases bearish AI bets, and The Verge notes AI spending is making Wall Street nervous.
Magnitude-7.1 earthquake in Kumamoto traps people in mall, forces TSMC, Sony, Fujifilm plant evacuations, threatening semiconductor supply chains.
FCC bans imports of Chinese robots and power inverters, citing national security concerns, escalating trade tensions.