PREVIEW: AI RACE WITH PRC: Colleague Chris Riegel comments on the success and obvious advantage of the new component in the AI build out, the HBM (HIGH BANDWIDTH MEMORY) from SK Hynix of ROK, not available to the PRC to acquire without gaming. More later.

Sep 04, 03:22 PM

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PREVIEW: AI RACE WITH PRC: Colleague Chris Riegel comments on the success and obvious advantage of the new component in the AI build out, the HBM (HIGH BANDWIDTH MEMORY) from SK Hynix of ROK, not available to the PRC to acquire without gaming. More later.
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PREVIEW: FRANCE IN DEBT: Colleague Anatol Lieven of Quincy comments on the poor choices for Macron and France as the government falls next week. More.
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