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Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
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Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite mounting geopolitical pressures. For the fiscal year, the company posted more than US$120 billion in profit with a gross margin of 71.1%, underscoring the extraordinary profitability of AI infrastructure even as export controls and trade tensions intensified durin…
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