WS #11652
China plans to let Alibaba, ByteDance, DeepSeek buy limited NVIDIA H200 chips; PBOC dovish comments boost Chinese stocks; BABA +10% premarket on AI buzz. Apple signs $30B+ multiyear deal with Broadcom for US-made wireless chips, including $1.5B capex for Broadcom's Colorado facility.
China AI Chip Access & Tech Rotation
China plans to let Alibaba, ByteDance, DeepSeek buy limited NVIDIA H200 chips; PBOC dovish comments boost Chinese stocks; BABA +10% premarket on AI buzz.
Apple signs $30B+ multiyear deal with Broadcom for US-made wireless chips, including $1.5B capex for Broadcom's Colorado facility.