Globalization is Dead and No One is Listening - by Kevin Xu
This is the end of the beginning.| interconnect.substack.com
This is the end of the beginning.| interconnect.substack.com
Three months after Softbank announced its acquisition of Arm in 2016, Masa Son (founder and CEO of Softbank) invited Jensen Huang (founder and CEO of Nvidia) for dinner at his California mansion. Just the two of them. Among the many things they talked about at this “dinner date”, chronicled in| Interconnected
The “tool-in” ceremony of TSMC’s new fab in Arizona drew a lot of attention last week. CEOs from Apple, Nvidia, and AMD attended and spoke. President Biden, along with a coterie of cabinet officials, congresspeople, and local Arizona politicians, came to rally, celebrate, and claim (as we will see,| Interconnected
