AI Regulation, Safety & Geopolitics ・ 🔌 Chips and compute

Pick-and-Shovel vs. Edge Gatekeeper: Why Investors Are Splitting Between Nvidia and Apple

24/7 Wall St. 🔗 Share link 10/29 13:45 UTC 🔗 Share link Former Intel CEO Patrick Gelsinger Backs Breakthrough New Memory Technology That Could Resolve Big AI Chip Bottleneck — Wccftech · 10/29 11:42 UTC

Nvidia and Apple both posted record quarters fueled by AI. The two companies earn that money in opposite ways.

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