AI spending is turning into a power race
AI spending is turning into a power race
, , , and keep pouring billions into AI, but one thing is becoming clear: chips alone aren't enough.
The companies building the next generation of AI models also need massive amounts of computing infrastructure, and that means continued demand for semiconductor leaders like , , , and . Wall Street still sees Big Tech's aggressive AI spending as a positive signal for the chip industry, even with concerns about valuations.
As long as the biggest tech companies keep investing, many investors believe the AI trade still has fuel left in the tank.
Do you think semiconductor stocks still have another leg higher, or is the market becoming too optimistic about AI?
AI demand still looks strong, but the real question is whether future earnings can keep up with the market’s expectations.
the valuation for advanced micro devices feels a bit stretched to me too. it’s tough to know if the market has already priced in all the good news.
