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Supermicro Doubles June-Quarter Gross Margin and Discloses $60 Billion Order Inflow

Supply limits for AI chips appear to be driving the surprise margin lift, pending confirmation from the company’s upcoming audited results.

Google’s TPUs Emerge as a Cheaper Inference Option as Nvidia’s Training Stronghold Persists

AI Rally Sets New Market Highs as IMF and Bank of England Warn of Bubble Risks