bearish
Tech Supply Chain Tracker (19-Nov-2024): Nvidia Blackwell rack design overheats, delays shipments.
SUMMARY
- Nvidia's Blackwell rack design overheating issues causing potential shipment delays
- AMD leading server market in 3Q24, Intel fighting back in PC market
- Trump's tariff changes impacting Chinese EV makers, with 4 strategies to navigate the changes. Huawei and Xiaomi dominate China's AI smartphone market with over 50% market share.
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