$AMD(AMD.US)Is money rotating out of chips, or is the AI trade losing steam?I’m watching Utilities. AI data centres need…
$AMD(AMD.US)
Is money rotating out of chips, or is the AI trade losing steam?
I’m watching Utilities. AI data centres need enormous amounts of power, making electricity demand a potential long-term growth driver. AI isn’t over, but perhaps the next winners won’t be chipmakers. The money may be moving downstream.
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