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US asks Nvidia to investigate how its chips ended up in China . Either from Malaysia / Singapore / Vietnam ? The company will be hit by sanctions if they are found in the probe
A very dangerous sign when a company ' CEO started to dispose their shares . Who will know more than the CEO, who is the highest ranking officials and manages company 's overall operation , accounting and etc
Yes , it's very normal for management to dispose of shares , but what's the reason behind? Is he going to cash out to prepare CNY angpao, or does he know something that we don't know ?
Malaysia's hopes of becoming a global datacenter hub will be hit by President Joe Biden's latest directive that will limit access to chips with US technology. According to a Bloomberg report, the directive places countries worldwide into three main categories.
If the restriction is implemented, it could impact data centre expansion plans outside Tier 1 countries, including Malaysia, though most new AI data centres there are US-owned.
For Tier 2 countries, the US may set a low limit of 50,000 chips over two years, encouraging companies to apply for Validated End User status to bypass this limit. This would incentivise chip-owning companies providing services like GPU as a service to meet US security standards, while assemblers of AI-chip servers can s
The unchanging rules of the market are :when retail investors enter the market , hype about the stock then it's time to sell =) Gloves > YTL > Genting > Natgate
US won't ban AI chips to US companies' data centers in Malaysia, it's kind of exception rule in tier 2 countries like Malaysia. And, customers of Natgate had already fitted into this exception category way earlier than Biden's restriction, because Natgate's servers use Nvidia chips, and Nvidia had already made sure Natgate's customers comply with the rules set earlier which is similar to the recent one.
Biden's restriction is not meant to restrict Malaysia's development in AI data centers industry, it is meant to restrict the sale of AI chips to China, that's all.
Don't spread fake news and stupid opinion. Read things in full context, think critically. Exaggeration, making small sounds big, making everything sounds pessimistic like he is prophet, will just expose to others what level he is in now.