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China’s Alleged Spy Operation Targeting Nvidia CEO Jensen Huang: AI Chip Secrets, Intelligence Concerns and a Corporate Investigation

US Intelligence Allegedly Identified a Chinese Technology Executive as an Intelligence Asset With Access to Nvidia's Leadership, Raising Questions About Beijing's AI Ambitions, Semiconductor Security and the Growing Technology Rivalry Between Washington and Beijing A major espionage controversy involving one of the world's most influential technology executives has placed Nvidia, the global artif…

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Samsung, AI Chips and the New Economics of Semiconductor Growth

Artificial intelligence is changing the semiconductor industry, and memory chips are becoming one of the most important parts of that story. Samsung Electronics is projected to report nearly $217 billion in operating profit in 2026, according to recent industry reporting. If that projection is achieved, it would show how strongly demand for AI infrastructure is influencing the economics of major …

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