Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
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Potential Semiconductor Regulations Place 50% of China WFE at Risk: Bernstein
How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
