Heads up: There's a fake Nvidia GTC DC keynote stream happening now on YouTube hosted by a channel called NVIDIA Live. It appears to be a deepfake of Jensen Huang promoting a "crypto mass adoption event." Obviously don't do anything to connected to that QR code.

You're definitely onto something. Makes me think of this Brad Sams tweet from a few months ago.

I've been thinking about how the Trump administration turned previously allocated federal grants into a 9.9 equity stake in Intel after demanding for its CEO to resign, then sent the National Guard to the U.S. metro area with the largest concentration of Intel employees. Normal investor behavior.

It's me, Dylan, checking in from the chip-verse

Hey look at that, I won a national business journalism award for my coverage of Nvidia and Intel last year! Pretty neat for a guy who has been covering the semiconductor industry from thousands of miles away in the state of Maine since 2019.

What happened to Maingear with its decision to move laptop assembly from China to Taiwan to avoid tariffs on Chinese imports, only then to be subject to new tariffs on Taiwanese goods, is a good example of how Trump's tariff regime is creating chaos for businesses. www.crn.com/news/computi...

Just booked my travel for Nvidia's GTC 2025 event in March. Excited to update my self-portrait from last year.