

The Honeypot That Exposed Nvidia's China Chip Problem
Jensen Huang admits an affair with an alleged Chinese spy, but the bigger scandal is who knew what, and how many chips kept flowing while Washington stayed quiet.
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Anthropic's IPO Filing Reads Like a Hazmat Warning Label
A $1.75 trillion IPO filing reveals $80 billion in losses, $600 billion in locked-in compute contracts, and a business model investors should read very carefully.

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