---
title: "AI boom drives chip gains and fuels long-term tech bets"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/293821415.md"
description: "The AI boom is driving significant gains in the chip sector, with Intel, TSMC, and ASML reporting strong revenue growth and raising guidance due to sustained demand for advanced chips. Concurrently, neocloud stocks like CoreWeave and Iren are surging as high-growth infrastructure plays with large backlogs. Additionally, clean energy investments are accelerating to meet soaring data center power needs, benefiting firms such as Bloom Energy and GE Vernova."
datetime: "2026-07-25T11:38:45.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/293821415.md)
  - [en](https://longbridge.com/en/news/293821415.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/293821415.md)
---

# AI boom drives chip gains and fuels long-term tech bets

Chipmakers lift outlook: Intel, TSMC, and ASML reported strong AI-fueled revenue growth and raised guidance, signaling sustained demand for advanced chips. Neocloud stocks surge: CoreWeave and Iren are highlighted as high-growth AI infrastructure plays, with large backlogs and aggressive expansion plans. Clean energy powers AI: Renewables and battery storage investments are accelerating as data center energy needs soar, benefiting firms like Bloom Energy and GE Vernova.

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## Related News & Research

- [EXPLAINER-The $400 million ASML 'printers' key for the AI chip boom](https://longbridge.com/en/news/294096459.md)
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- [Bloom Energy Is Rising as AI Power Demand Strengthens. Only Buy BE Stock If You Can Stomach the Valuation.](https://longbridge.com/en/news/294398607.md)
- [BUZZ-Street View: Intel's capex boost signals foundry optimism](https://longbridge.com/en/news/293756935.md)
- [QUICK SPARK: Bloom Energy CEO Invokes Henry Ford to Explain the AI Power Boom](https://longbridge.com/en/news/294221007.md)