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S&P warns of a "substantial shortfall" in copper supply for data centers
sdxcentral.com·1h·
Discuss: Hacker News
🔗Technology Supply Chains
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Beijing reportedly set to approve imports of Nvidia chips
semafor.com·1d
📜Semiconductor Policy
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Meta to Become the Biggest Nuclear Buyer Among Hyperscalers
bloomberg.com
·22h
🖥GPUs
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Clay: Earth’s Abundant Material and 3D Printing
fabbaloo.com·2d
🔗Technology Supply Chains
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Ok, it is clear what happened in the October trade data
threadreaderapp.com·2d
🏦Federal Reserve
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SPS Commerce’s new tech marries AI and retail supply chain efficiency
freightwaves.com·2d
🔗Supply Chain Resilience
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Catalyst behavior that could cut emissions and stabilize supply of everyday materials revealed
phys.org·3d
🔬Chip Fabrication
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Japan Calls for Smooth Trade With China for Rare Earths, Food
bloomberg.com
·1d
🚢Trade
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Hans Gersbach, why is Switzerland so vulnerable when it comes to trade with the US and what can it do about it?
ethz.ch·3d
💱Currency Wars
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A new advance in a two-century pursuit in physics
research.ibm.com·3d
💎EUV Lithography
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Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
digitimes.com·3d
🔗Technology Supply Chains
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2026 Outlook with William Wang of ChipAgents.ai
semiwiki.com·5d
💻Chips
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GameStop rises after announcing package for CEO Ryan Cohen that completely ties his pay to the company’s value and profits
sherwood.news·3d
💵Dollar Hegemony
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Pictet Group Managing Partner on Markets
bloomberg.com
·4d
📈Economic Policy
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TechnipFMC plc (FTI) Presents at Goldman Sachs Energy, CleanTech & Utilities Conference Transcript
seekingalpha.com·3d
Energy Policy
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View / China’s economic challenges — in Chinese experts’ eyes
semafor.com·2d
📈Economic Policy
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China Shoulders Its Favorite Trade War Weapon in Feud With Japan
bloomberg.com
·3d
⚔️Economic Warfare
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TSMC Stock Is a Buy, Says Goldman Sachs. Why It Can Climb 46% in 2026.
barrons.com·4d
💻Chips
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Engineering Living Factories with AI
x.company·2d
🔬Chip Fabrication
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Transcript: The investors eyeing Venezuela’s oil
ft.com·4d
⚔️Economic Warfare
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