RT The Market Ear
The AI trade is increasingly becoming a transfer of economics from hyperscalers to semiconductor companies.
https://www.zerohedge.com/the-market-ear/i-love-you-you-pay-my-rent-most-expensive-bromance-markets
The post highlights a macroeconomic shift in the AI sector, observing that economic benefits are transferring from hyperscalers to semiconductor companies.
关键要点
The dynamics of the AI trade are evolving.
Capital and economic benefits are shifting from hyperscalers to semiconductor companies.
