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The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand for consumer electronics as people were forced to stay and work at home. These GPUs which are housed in data centers are critical for the training of huge AI models which underpin applications like OpenAI’s ChatGPT. Bain said demand for GPUs and AI consumer electronics could be the cause of a chip shortage. The semiconductor supply chain is spread across multiple companies. “Geopolitical tensions, trade restrictions, and multinational tech companies’ decoupling of their supply chains from China continue to pose serious risks to semiconductor supply.
Persons: Bain, Anne Hoecker, TSMC, ” Bain Organizations: Bain & Co, Technology, Nvidia, Qualcomm, Samsung, Microsoft, Bain, CNBC, Taiwan Semiconductor Manufacturing Co, Samsung Electronics, Washington Locations: Americas, Taiwan, Netherlands, U.S, China
Private equity is being squeezed from all sides
  + stars: | 2023-05-12 | by ( Edward Chancellor | ) www.reuters.com   time to read: +8 min
But this time around there’s a lot more private equity money chasing a limited number of opportunities. So private equity funds could face the prospect of a prolonged period of higher borrowing costs, lower valuations, and depressed investment returns. The birth of private equity coincided with the Reagan administration’s policy of relaxing regulations and tax cuts. Recent high profile corporate bankruptcies owned by private equity include car-rental firm Hertz and retailer Toys R Us. The private equity industry could soon find itself caught in a pincer, between tighter financing on the one hand and tighter regulation on the other.
Sea level rise will flood huge swaths of the country and submerge billions of dollars’ worth of land, according to a new report. The analysis indicates that sea level rise could reduce the value of that private land by more than $108 billion by the end of the century. Risk isn’t evenly distributedClimate Central found that, unsurprisingly, the effects of sea level rise aren’t evenly distributed across the U.S. In Galveston County, Texas, more than 4,200 buildings that are currently above sea level will be at least partially underwater. While sea level rise is one of the major impacts of the climate crisis, it’s not the only one.
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