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“AI demand is off the charts,” declared Bernstein’s Stacy Rasgon, a U.S. semiconductor analyst, on CNBC’s “Power Lunch.” This blunt assessment cuts through the market’s recent anxieties, offering a grounded perspective on the relentless appetite for compute power fueling the artificial intelligence revolution. The sheer scale of this demand, he contends, is not merely a […]

The post AI Demand Soars: Hyperscalers Drive Semiconductor Boom Amid Investor Jitters appeared first on StartupHub.ai.