Bloomberg’s Caroline Hyde and Ed Ludlow discuss reports that China is urging its domestic companies to avoid using Nvidia H20 chips. Plus, Elon Musk accuses Apple of favoring OpenAI above other AI companies in its app store, even threatening possible legal action. And Circle CEO Jeremy Allaire discusses plans for new products as shares of the company soar following its earnings report.

TSMC Forecast Lifts Peers on Robust AI Demand
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US Eases Path for Nvidia to Sell H200s to China
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Meta Shifts to AI Devices From Metaverse
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