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• TechBig Tech does not want to buy every AI chip from the same shelf.Nvidia remains the center of the AI-computing boom, but cloud companies are also designing custom silicon for specific workloads. Marvell’s rising forecasts show how valuable that second market is becoming.
• MoneyA few narrow stretches of water can still move the price of almost everything.Energy companies are reconsidering a just-in-time export system after disruptions around the Strait of Hormuz and Bab el-Mandeb. The lesson is bigger than oil: global supply chains can be efficient and still be fragile.