Thomas Barnet
Journalist
Nvidia Chips: The Thai Connection that's Raising Alarms in Washington
A company linked to Thailand's AI ambitions is suspected of facilitating the transfer of Super Micro servers equipped with advanced Nvidia chips to China. According to Bloomberg, OBON Corp. allegedly played a role in a scheme to bypass US restrictions, involving an estimated $2.5bn. Alibaba has been named as one of the end customers, a claim the Chinese group denies.
May 08, 2026 at 10:29 am
Soitec: Plenty of light, but still little profit
Just a few months ago, Soitec looked like one of those former market darlings that investors had relegated to the bottom drawer. Overexposed to smartphones, penalized by an endless inventory correction and weakened by the automotive sector, the French semiconductor substrate specialist had lost much of its aura.
May 07, 2026 at 03:29 pm
Markets surge on rumors of Iran deal
The White House believes it is nearing a preliminary agreement with Iran to end the war and start a more structured phase of nuclear negotiations, according to reports from Axios, which has been at the forefront of coverage on US diplomacy for several weeks.
May 06, 2026 at 01:56 pm
Markets surge on rumors of Iran deal
The White House believes it is close to a preliminary agreement with Iran to end the war and reopen a more structured phase of nuclear negotiations, according to information obtained by Axios, which has been the leading publication on U.S. diplomacy for several weeks.
May 06, 2026 at 10:03 am
LVMH reportedly preparing unprecedented portfolio refocusing
In response to the luxury sector slowdown, LVMH is considering the divestment of several brands deemed less strategic, according to reports from the Financial Times. The group controlled by Bernard Arnault aims to concentrate its resources on its primary profit engines, such as Louis Vuitton and Dior.
May 05, 2026 at 05:32 am
Banks seek to trim data center exposure
Faced with the unprecedented financing requirements of AI, major banks find themselves torn between the necessity of participating in the sector and the fear of overexposure. According to the FT, the current trend is leaning toward risk reduction.
May 04, 2026 at 09:10 am
Oil hits 4-year peak at $126.3
Crude prices surged as the White House raised the prospect of a prolonged maritime blockade against Iran. Meanwhile, reports suggest new strikes are being considered. Black gold has jumped by more than 80% since January 1.
April 30, 2026 at 10:15 am
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