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Market Competition

Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Investors reassess Nvidia after reports that Meta is exploring Google TPUs raise credible competition risk.

AMD Tops Q2 Revenue Forecasts as Export Curbs Bite; Super Micro Lowers Fiscal Outlook to $33B

Tesla and Samsung Seal $16.5 Billion AI6 Chip Deal for Texas Plant