Valyu Add is a free weekly research briefing for builders, investors and operators. Every issue is sourced, cited and verified with Valyu DeepResearch.
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The iPhone in a pocket, the Nvidia chip accelerating a language model, the processor managing braking in a modern car, the memory in a data center running cloud services for hundreds of millions of people: all of these trace their existence, somewhere upstream in their manufacturing chain, to one of the machines assembled in Veldhoven.
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