December 11th, 2017
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The Great Chill: How NVIDIA’s 1,000W+ Blackwell and Rubin Chips Ended the Era of Air-Cooled Data Centers
Via TokenRing AI
Topics Artificial Intelligence Economy Energy
Tickers AMZN DLR EQIX MSFT NVDA OKLO
Exposures Artificial Intelligence Electricity Generation Supply Chain
News headline image
The Silicon Fast Track: How the ‘Building Chips in America’ Act is Redrawing the Global AI Map
Via TokenRing AI
Topics Artificial Intelligence
Tickers INTC TSM
Exposures Artificial Intelligence
News headline image
The Great Memory Pivot: HBM4 and the 3D Stacking Revolution of 2026
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMD AMZN GOOGL MU NVDA SSNLF
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Great Decoupling: How RISC-V Became China’s Ultimate Weapon for Semiconductor Sovereignty
Via TokenRing AI
Topics Artificial Intelligence World Trade
Tickers AMD ARM BABA INTC NVDA TSM
Exposures Artificial Intelligence Tariff
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The Silicon Squeeze: Why Advanced Packaging is the New Gatekeeper of the AI Revolution in 2025
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMKR AMZN ASX INTC META
Exposures Artificial Intelligence Lead Supply Chain
News headline image
The Great Decoupling: How Hyperscaler Silicon Is Redrawing the AI Power Map in 2025
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL MSFT NVDA TSM
Exposures Artificial Intelligence Economy
News headline image
Intel’s $380 Million Gamble: High-NA EUV Deployment at Fab 52 Marks New Era in 1.4nm Race
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL ASML INTC NVDA SSNLF TSM
Exposures Artificial Intelligence Supply Chain
News headline image
The Silicon Sovereign: How 2026 Became the Year the AI PC Reclaimed the Edge
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL AMD AMZN GOOGL INTC MSFT
Exposures Artificial Intelligence
News headline image
Marvell Shatters the “Memory Wall” with $5.5 Billion Acquisition of Celestial AI
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMZN AVGO GOOGL META MRVL TSM
Exposures Artificial Intelligence
News headline image
The Sub-2nm Supremacy: Intel 18A Hits Volume Production as TSMC N2 Ramps for 2026
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL AMZN ASML INTC MSFT NVDA
Exposures Artificial Intelligence
News headline image
Masayoshi Son’s Grand Gambit: SoftBank Completes $6.5 Billion Ampere Acquisition to Forge the Path to Artificial Super Intelligence
Via TokenRing AI
Topics Artificial Intelligence Economy Intellectual Property
Tickers AAPL AMD ARM INTC NVDA ORCL
Exposures Artificial Intelligence Intellectual Property Supply Chain
News headline image
The AI Memory Supercycle: Micron Shatters Records as HBM Capacity Sells Out Through 2026
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers JPM META MS MSFT MU NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Beijing’s Silent Mandate: China Enforces 50% Domestic Tool Rule to Shield AI Ambitions
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMAT ASML KLAC LRCX
Exposures Artificial Intelligence Supply Chain
News headline image
Silicon Sovereignty: Apple Taps Intel’s 18A for Future Mac and iPad Chips in Landmark “Made in America” Shift
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL AMZN INTC MSFT NVDA QCOM
Exposures Artificial Intelligence Supply Chain
News headline image
NVIDIA’s $20 Billion Christmas Eve Gambit: The Groq “Reverse Acqui-hire” and the Future of AI Inference
Via TokenRing AI
Topics Artificial Intelligence Economy Intellectual Property
Tickers AMD AMZN ARM GOOGL INTC MSFT
Exposures Artificial Intelligence Intellectual Property Supply Chain
News headline image
The Great Digital Decay: New 2025 Report Warns ‘AI Slop’ Now Comprises Over Half of the Internet
Via TokenRing AI
Topics Artificial Intelligence Death Earnings
Tickers AAPL FIS GOOGL META MSFT PINS
Exposures Artificial Intelligence Death Economy
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Google’s Genie 3: The Dawn of Interactive World Models and the End of Static AI Simulations
Via TokenRing AI
Topics Artificial Intelligence
Tickers GOOG GOOGL META NVDA
Exposures Artificial Intelligence
News headline image
Samsung’s ‘Tiny AI’ Shatters Mobile Benchmarks, Outpacing Heavyweights in On-Device Reasoning
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL GOOGL MSFT NVDA SSNLF
Exposures Artificial Intelligence
News headline image
Beyond the Transformer: MIT and IBM’s ‘PaTH’ Architecture Unlocks the Next Frontier of AI Reasoning
Via TokenRing AI
Topics Artificial Intelligence
Tickers GOOGL IBM MSFT NVDA
Exposures Artificial Intelligence
News headline image
The Great Decentralization: Snowflake CEO Foresees End of Big Tech’s AI Hegemony in 2026
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property
Tickers AMZN CRM GOOGL META MSFT SNOW
Exposures Artificial Intelligence Intellectual Property
News headline image
YouTube Declares War on AI-Generated Deception: A Major Crackdown on Fake Movie Trailers
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property
Tickers DIS GOOGL PARA SONY WBD
Exposures Artificial Intelligence Intellectual Property
News headline image
Smooth Skies Ahead: How Emirates is Leveraging AI to Outsmart Turbulence
Via TokenRing AI
Topics Artificial Intelligence Climate Change
Tickers AAPL BA DAL DLAKF DLAKY IBM
Exposures Artificial Intelligence Climate
News headline image
The Uninvited Guest: LG Faces Backlash Over Mandatory Microsoft Copilot Integration on Smart TVs
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL AMZN DIS GOOGL MSFT NFLX
Exposures Artificial Intelligence
News headline image
Google’s Gemini-Powered Vision: The Return of Smart Glasses as the Ultimate AI Interface
Via TokenRing AI
Topics Artificial Intelligence Product Recall
Tickers AAPL GOOG GOOGL META QCOM SSNLF
Exposures Artificial Intelligence Legal Product Safety
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The Era of the ‘Vibe’: Why ‘Vibe Coding’ is the 2025 Collins Word of the Year
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN GOOGL META MSFT
Exposures Artificial Intelligence Economy
News headline image
The 2026 Tipping Point: Geoffrey Hinton Predicts the Year of Mass AI Job Replacement
Via TokenRing AI
Topics Artificial Intelligence Workforce
Tickers GOOGL IT META MSFT NVDA
Exposures Artificial Intelligence Layoff
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The Architects of AI: Time Names the Builders of the Intelligence Era as 2025 Person of the Year
Via TokenRing AI
Topics Artificial Intelligence Economy Lawsuit
Tickers AAPL AMD AVGO GOOGL META MSFT
Exposures Artificial Intelligence Financial Legal
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Google’s AlphaGenome: Decoding the ‘Dark Genome’ to Revolutionize Disease Prediction and Drug Discovery
Via TokenRing AI
Topics Artificial Intelligence
Tickers GOOG GOOGL META MSFT NVDA
Exposures Artificial Intelligence
News headline image
AlphaFold’s Five-Year Reign: 3 Million Researchers and the Dawn of a New Biological Era
Via TokenRing AI
Topics Artificial Intelligence Climate Change
Tickers GOOGL LLY META MSFT NVDA NVS
Exposures Artificial Intelligence Climate
News headline image
The Great Agentic Displacement: New Report Traces 50,000 White-Collar Job Losses to Autonomous AI in 2025
Via TokenRing AI
Topics Artificial Intelligence Economy Workforce
Tickers AMZN CRM IBM JPM MSFT NOW
Exposures Artificial Intelligence Economy Layoff
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