Jared Kim This deal means Oracle gets steady revenue while Tencent keeps advancing its models, but it also raises questions about long-term dependence on foreign data centers.
Marcus Bell If memory stays this tight until 2028, companies might start designing devices around whatever chips they can actually get instead of what users want.
Maya Lindstrom Xpeng letting its robot walk off the line shows real progress but offering tech to outsiders could help them recover faster than VW alone.
