Two hot takes for two stories that caught my eye on Tuesday.

🍪 + 💰 Chips are back in season again so it makes sense to see a grab for vertical integration and custom silicon ambitions to offset NVIDIA only procurement at scale outside the US — and especially if there are dithering tariffs to be considered.

Techmeme: Sources: Meta is in talks to acquire South Korean AI chip startup FuriosaAI, which has raised ~$115M since its 2017 founding; the deal could close this month (John Kang/Forbes)

By John Kang / Forbes. View the full context on Techmeme.

🍪 + 💰 That said, the appeal of manufacturing chips close to home within the US is another way to avoid dithering tariffs by investing in the US as a quasi-home team advantage.