Markets await the Fed’s rate cut decision and guidance, while China bans Nvidia AI chips, TikTok’s U.S. ownership deal advances, and StubHub launches its IPO.
AI infrastructure is transitioning into a phase where aspects like inference, power efficiency, and high-speed interconnects become more crucial than merely adding more..
However, does this solid operational performance warrant further growth from current levels? We believe there is limited upside potential from the current levels...