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To: neolib who wrote (72807)12/8/2025 1:48:51 PM
From: Joe NYCRespond to of 73039
 
No independent confirmation of this, BTW, just some circular reporting, of Reuters citing Semafor.



To: neolib who wrote (72807)12/8/2025 1:59:37 PM
From: neolibRead Replies (1) | Respond to of 73039
 
Yeah, but it won't surprise me given the comments from Lisa just recently about paying the 15% export duty on MI308. I imagine Nvidia and AMD have been given hints this was coming.