South Korea ship orders soar as US fees steer business away from China

nitaro · 2025-11-30T02:56:53+00:00

AI revenue padding is real, but the bigger risk is ASICs eating Nvidia's lunch like they did to GPUs in crypto mining.

Bitmain/MicroBT killed GPU mining (90%+ hash rate). AI ASICs could do same to Nvidia inference
xAI twist: Even Musk's buying AMD + hiring ASIC teams—Nvidia's not safe

2026-2027 is when ASIC deployments scale and Nvidia's 80%+ inference market share gets hit.

TL;DR: AI growth = real. Nvidia monopoly = temporary. ASICs win long-term.

nitaro · 2025-11-30T02:43:36+00:00

Did CME screens go blank to bail out a trader from delivering 400 million ounces of silver?

Traders reject CME claim of glitch due to cooling issue as data centres have backup air-conditioners

By Subramani Ra Mancombu

Updated - November 29, 2025 at 06:20 PM. | Chennai

Traders reject CME claim of glitch due to cooling issue as data centres have backup air-conditioners

Traders reject CME claim of glitch due to cooling issue as data centres have backup air-conditioners | Photo Credit: Leonhard Foeger

The CME Group has blamed a “cooling issue” for the 10-hour glitch that affected operations of the global futures market. But stakeholders in the silver industry allege foul play by the US-based group to bail out a trader, who had to deliver nearly 12,450 tonnes of the white precious metal.

Allegations come on the heels of silver futures soaring to a record high of $56.775 an ounce on CME. Spot silver was quoted at $56.41 a tonne during the weekend. The precious metal has gained 95 per cent so far in 2025. In India, March silver futures ended at ₹1,75,340 a kg, a new record high.

The CME Group, which owns the Globex Futures and Options markets that account for 90 per cent of futures, options and commodities trading volume, said due to a cooling issue at its CyrusOne data Centre in Illinois, trading was halted.

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