bullish
Tech Supply Chain Tracker (21-Feb-2025): Honda-Nissan merger drama as Renault strengthens ties.
SUMMARY
- Honda-Nissan merger and Renault-Geely alliance shake up auto industry landscape, causing speculation and uncertainty.
- AI technology leading to increased demand for edge computing and device upgrades due to affordable costs and improved efficiency.
- Liquid-cooled fast charging technology set to revolutionize EV charging by 2025, allowing for ultrafast charging speeds. Tesla's India factory plans criticized by Trump. Grok 3 drives spike in AI server demand.
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