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The Economics of AI Under Scrutiny: Chips Grow, Capacity Tightens, and Profitability Enters the Debate

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By Josh Rubin Verified, ANTONIO SANDOVAL, Funds SocietydistributionEtfsETPs
| Funds Society Verified
Artificial intelligence (AI) is underpinning one of the largest capital investment bets in the global economy. Its expansion is tangibly visible in semiconductor manufacturers’ earnings, orders for chipmaking equipment, and the budgets of major technology platforms continuing to scale out infrastructure to meet expanding demand for compute capacity.
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