Welcome, AI & Semiconductor Investors. Nvidia faces a new regulatory spotlight as China questions its Mellanox acquisition, potentially reshaping how the AI chip giant navigates global market pressures. We also cover Apple’s modem ambitions and Synopsys’ earnings stumble.
🎯 Nvidia’s Mellanox Moment: Under the…
Welcome, AI & Semiconductor Investors. Nvidia faces a new regulatory spotlight as China questions its Mellanox acquisition, potentially reshaping how the AI chip giant navigates global market pressures. We also cover Apple’s modem ambitions and Synopsys’ earnings stumble.