The shockwaves from Huang Renxun’s resignation reached the heart of the global chipmaking industry in full force this morning.
Taiwanese media issued a series of major warnings this morning: On one hand, Taiwan’s semiconductor and computing-power supply chains, which rely heavily on the founder’s endorsement, are facing a leadership vacuum. On the other, an editorial bluntly said that Anthropic’s Nasdaq listing under the ticker ANT next week (November 19) will be the real litmus test for the entire AI trade.
The story of selling shovels to the computing-power hardware boom has already reached lofty levels. Next, Wall Street and high-beta risk assets such as $BTC will be watching to see whether the “AI application layer can actually earn back hundreds of billions in capital expenditure.” Are you bullish on the market’s direction after ANT’s listing next week? #AI #NVIDIA #BTC
Taiwanese media issued a series of major warnings this morning: On one hand, Taiwan’s semiconductor and computing-power supply chains, which rely heavily on the founder’s endorsement, are facing a leadership vacuum. On the other, an editorial bluntly said that Anthropic’s Nasdaq listing under the ticker ANT next week (November 19) will be the real litmus test for the entire AI trade.
The story of selling shovels to the computing-power hardware boom has already reached lofty levels. Next, Wall Street and high-beta risk assets such as $BTC will be watching to see whether the “AI application layer can actually earn back hundreds of billions in capital expenditure.” Are you bullish on the market’s direction after ANT’s listing next week? #AI #NVIDIA #BTC