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Intel’s Shares Plunge 20% as A.I. Hinders Some Parts of Its Business

The chipmaker, whose largest investor is the U.S. government, reported that the A.I. boom’s domino effect had hurt sales to personal computer makers.

© Loren Elliott for The New York Times

A silicon wafer at Intel’s campus in Ocotillo, Ariz. The company reported revenue of $16.5 billion in its third quarter.
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Nvidia Chief, Jensen Huang, Is Seen as Target of Chinese Spy Plot

A Chinese businesswoman who had a close relationship with Jensen Huang was found to be passing intelligence to Beijing. President Trump was briefed and took no action.

© Manuel Orbegozo for The New York Times

Jensen Huang, the chief executive of Nvidia, is influential at the White House on technology policy and has developed a close relationship with President Trump.
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What’s Riding on Anthropic Going Public? Nearly Everything.

Anthropic sits atop a pyramid of business partners and suppliers, making it a barometer of the broader economy. Its initial public offering will have widespread implications.
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U.S. Government Takes a Cut of Chip Business in Japan-Funded Deal

President Trump’s novel deal-making is on display in upstate New York, where the administration is funneling Japanese funds into a government-owned chip factory.

© Cindy Schultz for The New York Times

A GlobalFoundries factory in Malta, N.Y.
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