Bloomberg’s Caroline Hyde discusses US plans to revoke waivers granted to Samsung and SK Hynix that authorized them to move some equipment from China without a license. Plus, Dell and Marvell shares fall after earnings disappointments. And US regulators are embracing the blockchain; SEC Commissioner Mark Uyeda discusses the agency’s crypto-friendly steps.

Qualcomm Signs Deal to Provide Amazon With Custom AI Chips
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Anthropic Builds Its War Chest Ahead of IPO
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AI Spending Ripples Across Tech Stack; Nvidia Acquires Hugging Face
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