Gestalt It Rundown

Visit Episode Post for Show NotesWe've spoken at length about the CHIPS Act for the past year or so and you know that we've been big proponents of bringing semiconductor manufacturing back to the US. The latest news from the federal governement isn't so rosy though. According to reports, the current administration is trying to find ways to prevent the funding for the act from being disbursed. Options floated include firing the staff at NIST responsible for sending out the money as well as clawing back the funding for "non-performance" which is the only way for the money to be returned to the government. The news comes as the administration is contemplating tariffs on TSMC even after the announcement of $100 billion in US funding.Time Stamps: 0:00 - Welcome to the Rundown3:26 - VAST Data Business Update9:03 - X Knocked Offline by Dark Storm DDOS13:16 - ASML Opening Chinese Facility18:18 - Druva Powering Enhanced Azure Data Security21:55 - Cerebras Opening New AI Accelerator Datacenters28: