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Tesla · United StatesSouth Korea's LG Energy Solution has signed a $4.3 billion deal to supply Tesla with energy storage system batteries, said a person familiar with the matter, as the U.S. company looks to reduce reliance on Chinese imports due to tariffs.See the Story
Tesla signs $4.3 billion battery deal with LGES, source says, reducing China reliance
69% Center coverage: 13 sources

Nvidia · United StatesNvidia placed orders for 300,000 H20 chipsets with contract manufacturer TSMC last week, two sources said, with one of them adding that strong Chinese demand had led the U.S. firm to change its mind about just relying on its existing stockpile.See the Story
Nvidia orders 300,000 H20 chips from TSMC due to robust China demand, Reuters reports
69% Center coverage: 13 sources