WS #11750
Reports that China may allow limited purchases of Nvidia H200 AI chips (under 200,000 units) triggered a broad semiconductor rebound, with Micron, Lumentum, Amkor, FormFactor, and others surging. Meta launched Muse Spark 1.1 AI coding model and Zuckerberg said Meta is considering building a cloud business to monetize AI infrastructure, while a false claim about bacteria in water linked to Meta data center circulated. Starbucks building in-house AI tools to replace Microsoft and IBM software, sending MSFT down 2.4% and IBM down 5.2%, highlighting AI-driven disruption to traditional software vendors.
Semiconductor Rally on China AI Chip Easing
Reports that China may allow limited purchases of Nvidia H200 AI chips (under 200,000 units) triggered a broad semiconductor rebound, with Micron, Lumentum, Amkor, FormFactor, and others surging.
Meta launched Muse Spark 1.1 AI coding model and Zuckerberg said Meta is considering building a cloud business to monetize AI infrastructure, while a false claim about bacteria in water linked to Meta data center circulated.
Starbucks building in-house AI tools to replace Microsoft and IBM software, sending MSFT down 2.4% and IBM down 5.2%, highlighting AI-driven disruption to traditional software vendors.