Bloomberg’s Caroline Hyde discusses SoftBank founder Masayoshi Son’s pitch to build a trillion-dollar AI industrial complex with TSMC in Arizona. Plus, the global robotaxi market heats up as Baidu looks to expand internationally and Tesla prepares to launch its service in Austin. And Meta rolls out new smart-glasses in a partnership with Oakley.

Micron Warns of Heavy Spending Amid Memory Crunch
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Nvidia Says It’s Getting Orders From China
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Nvidia Forecasts $1 Trillion in Revenue Through 2027
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