In the turbulent month of July, most semiconductor stocks pulled back significantly from their highs. Last week, the earnings reports from $MSFT, $GOOGL, $META, and $AMZN answered the question of whether AI is a bubble: no one is cutting capital expenditures. No one is saying AI demand is slowing down or that computing power is becoming oversupplied. On the contrary, they’re still pouring money into it at full speed. Demand for AI computing power is already booked through 2027—and even into 2028. UBS even estimates that hyperscalers’ DRAM spending in 2027 will surge by approximately 135% year-over-year.
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