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Nvidia staffer called Microsoft's cooling system for Blackwell GPUs 'wasteful,' internal email shows
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The US shut down a chip-smuggling ring that involved swapping Nvidia labels with a fake company name
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- The phrase "AI bubble" has recently been in the zeitgeist.
- Mentions in earnings calls and investor conference transcripts increased 740% from last quarter.
- Only demonstrable profits will quiet the talk, analyst Gil Luria told BI.
There's a bubble in talk of an "AI bubble."