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Catalyst Watch: Microsoft, Meta, and Tesla Report, FOMC and a Chinese New Year Wildcard
Zuckerberg to Shell Out $65B for AI Data Center That Can Cover 'Significant Part of Manhattan'
Trump Revokes Biden's Orders on AI Policies, to Set up AI Action Plan
As Taiwan Semiconductor is making significant investments, Samsung is reportedly cutting half of its spending in the foundry division!
① Samsung plans to cut more than half of its capital expenditure in the foundry department, reducing it from 10 trillion won last year to 5 trillion won; ② Samsung may be facing demand issues, as the utilization rate of its 4-7nm production lines is reportedly down by more than 30%; ③ Meanwhile, Taiwan Semiconductor and Intel plan to increase capital expenditures, with Taiwan Semiconductor expected to increase by about 30%, while Intel's increase is relatively smaller.
Trump's "Gateway to the Stars" plan triggers a shift in the AI landscape, and changes in the relationship between Microsoft and OpenAI?
① In the Stargate AI project, OpenAI, SoftBank, and Oracle jointly invested, while Microsoft, NVIDIA, and Arm are only technical partners; ② On Tuesday, Microsoft announced a modification to its exclusive computing power supply agreement with OpenAI, further fueling market speculation; ③ Insiders revealed that after upheaval in OpenAI's upper management, Microsoft was unwilling to invest large sums and that relinquishing exclusive rights was actually beneficial.
Wall Street Today: Does Anyone Have the Cash for Stargates
