AI Chips and Bitcoin Show How Powerful Structural Trends Can Still Produce Severe Corrections
The term “paradigm shift” is often casually applied to what might simply be a rapid rotation between trendy assets, the latest example being the AI-driven semiconductor boom. Hyperscalers such as Amazon (AMZ) and Google (GOOG) are spending heavily on data centers containing thousands of AI accelerators. These systems require huge amounts of high-bandwidth memory for […]









