EXCLUSIVE: Nvidia Keeps AI Profits, TSMC May Want a Bigger Cut
Nvidia captures huge AI chip profits, but MarketVector’s Josh Kaplan sees foundries such as TSMC gaining a bigger share of the economics.
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Hut 8, TeraWulf, Applied Digital: UBS Sees at Least 30% Upside
UBS rates five AI data center operators Buy, citing lease growth and stronger tenants; TeraWulf, Hut 8 and Applied Digital lead upside.
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