🔥 Hot Takes Tuesday for 2025-02-11
Two hot takes for two stories that caught my eye on Tuesday.
🍪 + 💰 Chips are back in season again so it makes sense to see a grab for vertical integration and custom silicon ambitions to offset NVIDIA only procurement at scale outside the US — and especially if there are dithering tariffs to be considered.
https://www.techmeme.com/250211/p29#a250211p29
🍪 + 💰 That said, the appeal of manufacturing chips close to home within the US is another way to avoid dithering tariffs by investing in the US as a quasi-home team advantage.
https://www.techmeme.com/250211/p41#a250211p41
