In just one newsletter this evening - three bags of popcorn from The Information.

🍿Nvidia says it will manufacture some of its chips in the U.S. for the first time.

• really looking forward to discovering what this story is really about.

🍿NATO strikes a deal to buy Palantir’s AI military system.

• what happens when Tяump goes to war with Europe❓

🍿Intel is selling a 51% stake in its Altera chip unit to Silver Lake.

• things must be getting really tough on the good ship Intel.
• it’s Silverlake currently facing off Matt Mullenweg (that’s gone quiet recently hasn’t it?)