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AI Infrastructure

AI Efficiency Shock and Rotation Test the AI Supercycle

Efficiency gains now force a rethink of AI chip demand.

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Alphabet Nears $3 Trillion After Court Spares Chrome in Antitrust Case

Broadcom Secures $10 Billion AI-Chip Order From New Customer