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Investment Risks

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

New disclosures highlight Nvidia's expanded TSMC role, a swelling AI‑chip backlog, targeted investments, plus unresolved China sales constraints.

OpenAI Softens GPT-5 After Backlash, Restores GPT-4o, and Accelerates Shift to GPT-6