bearish
2025 High Conviction: AI Chip Spend Slows
Jim has highlighted this Insight as a Top Pick
190 Views13 Nov 2024 09:09
AI spending is driving strong semiconductor growth today, but see why hyperscale spending, like 2000's Internet Bubble, is approaching an overbuilt phase that will lead to a difficult 2025 correction.
What is covered in the Full Insight:
- Introduction to AI Chip Spending Trends
- Current Semiconductor Market Dynamics
- Hyperscale Data Center Investments
- Economic Viability and Future Predictions
- Potential Market Downturns and Lessons from the Past
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
x