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Bottleneck: $9 Billion US Chip Procurement Collides With Rare Earth Supply Constraints

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AIZDNet

AI is an arms race, and the US wants $9 billion in Nvidia superchips to keep up

The US government seeks $9 billion in Nvidia superchips as part of an AI arms race. This massive government procurement will significantly boost Nvidia's revenue while accelerating demand for the rare earth elements and advanced semiconductors required for AI infrastructure.

#Nvidia#AI#government
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