In a significant development for global tech relations, China has reportedly agreed to halt new export restrictions on rare earth metals and cease investigations into US semiconductor companies. This move, confirmed by the White House, signals a potential easing of tensions in the ongoing US-China tech rivalry.

While semiconductors grab headlines in the AI boom, a crucial yet often overlooked sector is poised for significant growth: AI connectivity. As advanced AI models demand immense data transfer, the companies facilitating this intricate network are becoming increasingly vital.