Monday, December 2, 2024

The US adds new restrictions on transferring HBM chips to China, the fourth US attempt in three years to curb China, and adds 140 companies to its blacklist (Wall Street Journal)

Wall Street Journal:
The US adds new restrictions on transferring HBM chips to China, the fourth US attempt in three years to curb China, and adds 140 companies to its blacklist  —  Export of memory chips used in AI applications is restricted, but delayed announcement gives Chinese companies chance to stock up



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Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, an outlier in the software industry amid the AI boom (Mike Wheatley/SiliconANGLE)

Mike Wheatley / SiliconANGLE : Datadog closed up 31%+ after reporting Q1 revenue up 32% YoY to $1B and raising its FY revenue forecast, a...