The AI trade isn't over. But it's getting crowded—and a little predictable. For much of the rally, capital has chased the same names: Nvidia Corp NVDA, Tesla, Inc. TSLA, Microsoft Corporation MSFT, ...
In short: Intel has signed on as the primary foundry partner for Elon Musk’s Terafab, a $25 billion joint venture between Tesla, SpaceX, and xAI targeting a terawatt of AI compute per year, handing ...
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