– In new research this week we take a deep dive into the supply chains behind the data centers that house AI, and find surging shipments of cooling systems, electrical transformers and servers. It’s not all good news in the technology sector though, with industrial and electric vehicle (EV) demand for chips continuing to drag while videogame console shipments have slumped 40% lower in the second quarter.
– Canada is the latest country to apply tariffs to Chinese electric vehicles and may face retaliation in the agricultural sector. Car producer Xpeng Inc. is looking ...