ANTHROPIC IN TALKS WITH SAMSUNG TO MANUFACTURE CUSTOM AI CHIP: INFORMATION *Walter Bloomberg (@DeItaone) / Twitter · 07-02 22:51
JPM: AI CHIP RALLY MAY BE HARD TO SUSTAIN JPMorgan says AI chip stocks may struggle to keep outperforming hyperscalers over the long term. The bank expects either stronger AI monetization will help cloud providers catch up, or heavy AI spending could eventually curb hyperscaler capex and weaken chip demand. While JPM favors the positive scenario, slowing capex forecasts remain a key risk for semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-02 20:08
AI chip winners may face tougher road ahead as hyperscalers catch up: JPM Stock Market News · 07-02 20:02