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Nvidia’s Risky BusinessNvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly. 2026-8-11 3:00am Stratechery by Ben Thompson 4,000 words Rated 2026-8-12 1:54pm
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U.S. IntelThe U.S. taking an equity stake in Intel is a terrible idea; it also happens to be the least bad idea to make Intel Foundry viable. 2025-8-26 3:00am Stratechery by Ben Thompson 3,000 words Rated 2025-8-26 8:00am
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