If AI labs are slowing frontie

If AI labs are slowing frontier model releases, why are semis still making new highs?

My take: the market is shifting from AI hype → AI infrastructure. Even if models improve more slowly, demand for GPUs, HBM, networking and power keeps growing because enterprises are only beginning large-scale deployment.

Curious whether everyone thinks this is a temporary rally or the start of the next capex cycle.

Can Telecom AI Become Nvidia's Next Data-Center Moment?

Nvidia rose 2.54% after Jensen Huang outlined an AI economy spanning energy, compute, AI factories, models, and applications, with telecom networks potentially extending compute to the edge. Nvidia is also expanding packaging, testing, substrate, and optical capacity with partners including Samsung and Amkor. Bulls see broader demand and supply-chain resilience; bears warn capacity takes time to generate revenue. Can telecom-edge demand matter before new packaging capacity comes online?

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JudyFrederick
09-18
JudyFrederick
Enterprise spend is still early. A lot of teams are stuck in PoC, and real volume buying likely kicks in next half. Feels more like the start of a capex leg

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