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RISC-V’s Rise: The Open-Source ISA Challenging ARM’s Dominance in Automotive and IoT
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMZN ARM NXPI QCOM STM
Exposures Artificial Intelligence Supply Chain
News headline image
The Tale of Two Fabs: TSMC Arizona Hits Profitability While Intel Ohio Faces Decade-Long Delay
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL AMD INTC MSFT NVDA TSM
Exposures Artificial Intelligence
News headline image
Rivian Declares Independence: Unveiling the RAP1 AI Chip to Replace NVIDIA in EVs
Via TokenRing AI
Topics Artificial Intelligence Electric Vehicles Supply Chain
Tickers AAPL NVDA RIVN TSLA TSM VLKAF
Exposures Artificial Intelligence Electric Vehicles Supply Chain
News headline image
TSMC’s A16 Roadmap: The Angstrom Era and the Breakthrough of Super Power Rail Technology
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AVGO INTC META MRVL MSFT
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The 1,400W Barrier: Why Liquid Cooling is Now Mandatory for Next-Gen AI Data Centers
Via TokenRing AI
Topics Artificial Intelligence Credit Cards Economy
Tickers AMD AMZN DELL ETN GOOGL META
Exposures Artificial Intelligence Interest Rates Supply Chain
News headline image
AMD MI355X vs. NVIDIA Blackwell: The Battle for AI Hardware Parity Begins
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD MSFT NVDA ORCL
Exposures Artificial Intelligence Supply Chain
News headline image
Intel Seizes Manufacturing Crown: World’s First High-NA EUV Production Line Hits 30,000 Wafers per Quarter for 18A Node
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD ASML INTC MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
News headline image
Geopolitics and Silicon: Trump Administration Delays New China Chip Tariffs Until 2027
Via TokenRing AI
Topics Artificial Intelligence Economy Electric Vehicles
Tickers AMD F GFS GM INTC NVDA
Exposures Artificial Intelligence Economy Electric Vehicles
News headline image
SoftBank’s AI Vertical Play: Integrating Ampere and Graphcore to Challenge the GPU Giants
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMD ARM INTC NVDA ORCL SFTBY
Exposures Artificial Intelligence
News headline image
Marvell Bets on Light: The $3.25 Billion Acquisition of Celestial AI and the Future of Optical Fabrics
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property Supply Chain
Tickers AMD AMZN AVGO INTC META MRVL
Exposures Artificial Intelligence Intellectual Property Supply Chain
News headline image
Japan’s $6 Billion Sovereign AI Push: A National Effort to Secure Silicon and Software
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers ARM FJTSY GOOGL MSFT NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
The HBM4 Race Heats Up: Samsung and SK Hynix Deliver Paid Samples for NVIDIA’s Rubin GPUs
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers MU NVDA SSNLF TSM
Exposures Artificial Intelligence Economy Supply Chain
News headline image
NVIDIA’s $20 Billion Groq Deal: A Strategic Strike for AI Inference Dominance
Via TokenRing AI
Topics Artificial Intelligence Economy Intellectual Property
Tickers AMD AMZN GOOGL MSFT NVDA
Exposures Artificial Intelligence Economy Intellectual Property
News headline image
Intel Challenges TSMC with Smartphone-Sized 10,000mm² Multi-Chiplet Processor Design
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN INTC MSFT NVDA SSNLF TSM
Exposures Artificial Intelligence Supply Chain
News headline image
TSMC Enters the 2nm Era: Volume Production Officially Begins at Fab 22
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMD INTC MSFT NVDA SSNLF
Exposures Artificial Intelligence Economy Supply Chain
News headline image
The Linux of AI: How Meta’s Llama 3.1 405B Shattered the Closed-Source Monopoly
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence
News headline image
Bridging the $1.1 Trillion Chasm: IBM and Pearson Unveil AI-Powered Workforce Revolution
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers IBM MSFT
Exposures Artificial Intelligence Economy
News headline image
Beyond the Human Eye: AI Breakthroughs in 2025 Redefine Early Dementia and Cancer Diagnosis
Via TokenRing AI
Topics Artificial Intelligence
Tickers GOOGL MSFT NVDA
Exposures Artificial Intelligence Product Safety
News headline image
The Inference Crown: Nvidia’s $20 Billion Groq Gambit Redefines the AI Landscape
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property
Tickers AMD AMZN GOOGL INTC MSFT NVDA
Exposures Artificial Intelligence Intellectual Property
News headline image
The Great Equalizer: California State University Completes Massive Systemwide Rollout of ChatGPT Edu
Via TokenRing AI
Topics Artificial Intelligence Intellectual Property Workforce
Tickers GOOGL MSFT
Exposures Artificial Intelligence Intellectual Property Layoff
News headline image
IBM Unveils Instana GenAI Observability: The New “Black Box” Decoder for Enterprise AI Agents
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMZN DDOG DT IBM
Exposures Artificial Intelligence
News headline image
The End of the Face-Swap Era: How UNITE is Redefining the War on Deepfakes
Via TokenRing AI
Topics Artificial Intelligence
Tickers GOOGL META MSFT
Exposures Artificial Intelligence
News headline image
The Rise of the Pocket-Sized Titan: How Small Language Models Conquered the Edge in 2025
Via TokenRing AI
Topics Artificial Intelligence
Tickers AAPL CRM GOOGL INTC META MSFT
Exposures Artificial Intelligence
News headline image
The End of the Search Bar: How Google’s AI Agents are Rewriting the Rules of Commerce
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN CHWY GOOG GOOGL MA PYPL
Exposures Artificial Intelligence Economy
News headline image
IBM Anchors the Future of Agentic AI with $11 Billion Acquisition of Confluent
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMZN CFLT IBM MSFT RHT SNOW
Exposures Artificial Intelligence Supply Chain
News headline image
The AI Infrastructure War: Communities Rise Up Against the Data Center “Frenzy”
Via TokenRing AI
Topics Artificial Intelligence Energy
Tickers AMZN DLR EQIX GOOGL META MSFT
Exposures Artificial Intelligence Coal Electricity Generation
News headline image
Microsoft Confirms All AI Services Meet FedRAMP High Security Standards
Via TokenRing AI
Topics Artificial Intelligence
Tickers AMZN GOOGL MSFT
Exposures Artificial Intelligence
News headline image
The End of the AI Wild West: Europe Enforces Historic ‘Red Lines’ as AI Act Milestones Pass
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers ASML GOOGL META MSFT
Exposures Artificial Intelligence Economy
News headline image
The End of the Blue Link: How Perplexity and Google’s AI Pivot Rewrote the Rules of the Internet
Via TokenRing AI
Topics Artificial Intelligence Economy Lawsuit
Tickers AMZN ASX:NWS GOOG GOOGL MSFT NVDA
Exposures Artificial Intelligence Economy Financial
News headline image
IBM and AWS Forge “Agentic Alliance” to Scale Autonomous AI Across the Global 2000
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AMZN CRM GOOGL IBM MSFT SAP
Exposures Artificial Intelligence Economy Supply Chain
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