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.

Jensen Huang Drops a Number — Why Did AI Hardware Stage a Full Comeback?

Jensen Huang said Nvidia will ship twice as many chips next year as this year, and that AI safety matters but cannot be regulated the way social media was. AI hardware ran: AMD +6.36% to $545.09, Marvell +4.81% to $240.76, Nvidia +2.54% to $219.34, Broadcom +2.29% to $347.30, with the Philadelphia Semiconductor Index up over 3%. That is a third straight up session for chips, a rebound that started in the same week the slowdown argument was loudest. A week of talk finally has a number attached. But the number is the company's own forecast, not signed orders. Is one line enough to hold a rally?

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