Nvidia Export Permissions and Multi-Gigawatt Data Centers Signal Semiconductor Demand Surge
Nvidia received China export permissions as former bitcoin miners pivot to HPC/AI infrastructure, with Bitfarms rebranding as Keel Infrastructure to build multi-gigawatt data centers. Trump's AI regulation rollback and strong Q1 2026 guidance from chip suppliers indicate accelerating enterprise adoption despite geopolitical tensions.
ViaNews Editorial Team (Markets)•