Keep pulling the thread on Daybreak Weekend.
The US government has approved NVIDIA to sell a specific generation of chips to a select group of Chinese companies.
NVIDIA CEO Jensen Huang has stated that the company has received real orders from Chinese companies for its H200 chip.
NVIDIA's revenue growth is accelerating and is currently near 80% year-over-year.
NVIDIA's margins are at 75%, which is considered exceptionally high for a chip company.
NVIDIA holds over 70% market share in the AI chip market, qualifying it as a technical monopoly.
The airline industry is experiencing a live and real jet fuel shortage.
Market expectations indicate a more than 75% probability of a rate hike from the Bank of Japan in June.
Japan has intervened in currency markets, spending an estimated over $60 billion to support the yen.
Alibaba's external cloud revenue accelerated to 40% year-on-year growth in the last quarter.
Alibaba's management predicts its AI-related cloud revenue will grow at a triple-digit rate and constitute over 50% of total cloud revenue within one year.
Alibaba expects its cloud business to achieve $100 billion in revenue with a 20% margin within five years.
The primary bottleneck for AI growth in China is the limited supply of advanced chips, as demand far exceeds supply.