Skip to content
Chip stocks have had a blistering rally over the past year as investors bet on the semiconductor sector's central role in the global AI infrastructure buildout. But renewed volatility around chip stocks has sparked a debate if this is a sign of broader concern about AI demand. In interviews with CNBC this week, several AI executives poured cold water over the idea that demand is slowing, even as t...
‘Almost unlimited’: Execs says AI demand remains strong even as enterprises move to ‘valuemaxxing’ | Huntaegis