Bubble or not, A.I. is revving up. Full speed ahead.

- Nvidia is partnering with Samsung due to supply constraints from TSMC - Elon Musk is making a big bet on Tesla - More information can be found in the linked articles and presentations - The Chips Act has been successful in driving unexpected investment in the US chip industry - Companies like Intel, TSMC, Samsung, and Micron have received multi-billion dollar grants - US government has spent over half of its $39 billion in incentives, leading to investments totaling $327 billion over the next 10 years - Investment boom has led to a 15-fold increase in construction of manufacturing facilities for computing and electronics devices - Aim is to encourage new chip fabrication facilities in the US to reduce reliance on East Asian suppliers - Investment surge reducing vulnerabilities in chip supply chain - US likely to produce around 20% of the world's most advanced chips by 2030 - Incentives in Japan and Europe also attracting chip investments - Concerns about subsidy race, but similar incentives existed before the Chips Act - Investments in foundational chips for autos, missiles, medical devices also increasing - Production deals with US chipmaker GlobalFoundries, Microchip, and Texas Instruments - Plants being built in the US, with some already in progress and stretching contractors' abilities - Disbursement of grants tied to progress in bringing fabs online - Concerns about excess capacity but tech executives worried more about chip shortages - Intel's deal to manufacture AI processors for Microsoft a recent development - Debate on financial return for equity investors, but policymakers see it as an insurance policy against geopolitical shocks.

Summarized top reddit comments: - Reddit users on wsb are not interested in clicking links for research - Mention of Elon Musk - Sarcasm about the advice given - Joke about US debt - Discussion about Meta's heavy investment in AI - Mention of Google reaching $250 - Positive reaction to A.I. advancement - Lack of mention of Microsoft in the post - Commentary that Google does not use Nvidia for their AIs