So... * Nvidia invests 5 billion in Intel * Nvidia and OpenAI announce partnership to deploy 10 gigawatts of NVIDIA systems (Investment of upto 100 billion) *

So... * Nvidia invests 5 billion in Intel * Nvidia and OpenAI announce partnership to deploy 10 gigawatts of NVIDIA systems (Investment of upto 100 billion) * This indirectly benefits TSMC (which implies they'll be investing more in the US) Looks like the US is cooking something...