chips
Earnings up yet again but stocks slump under pressure.
Anthropic turns off the compute taps for third-party tools and rushes to get more TPUs online.
The secretive nature of the helium market makes inventory levels the stuff of rumour and speculation, but it is not looking good.
Congress was warned that holding back compute will not stop China's accelerating AI and the global adoption of its models.
AMD warned of supply shortages in February, despite CEOs assurances.
Helium and shipping could further constrain semiconductor manufacturing, but AI energy worries abated overnight.
"I'm not sure folks realize how strong a chips company we've become."