← Semi DopedTrade on Hyperliquid →
00:00SHORT
“ByteDance is in talks to purchase AI chips from Chinese startup Iluvatar CoreX … Iluvatar CoreX would become ByteDance's third major domestic supplier of GPUs…”
@Semi Doped
China replacing Nvidia with SMIC-built domestic GPUs makes the lost China franchise structural, not cyclical.
NVDASHORT@ $205.13
$199.36+2.81%
since call Jun 15
peak +9.1%
TIMESTAMPS
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