By late 2025, data center vacancies have hit record lows while rental rates soar. As the grid struggles to keep up, the AI boom faces its most significant physical barrier yet.
The US Department of Commerce accelerates CHIPS Act implementation, finalizing nearly $8 billion for Intel and major agreements for Texas Instruments to secure domestic supply chains.
The decision by the AI giant to stop moving forward with Intel's advanced manufacturing process signals deep challenges for the US push toward semiconductor independence.
While Nvidia confirms the arrival of its RTX PRO 5000 series, new supply chain reports warn of a massive reduction in consumer gaming GPU availability for the coming year.
Despite a massive $73 billion backlog and improving debt ratios, Broadcom stock faces headwinds as investors scrutinize fiscal guidance in a jittery AI semiconductor market.