美国银行：AI 投资重心正由云服务商转向芯片企业

Odaily reports that Bank of America stated the AI boom is driving a major shift in industry cash flows, from hyperscale cloud providers to chip manufacturers, with semiconductor companies capturing an increasingly larger share of AI capital expenditure. Bank of America believes that as AI infrastructure continues to expand, chipmakers are poised to be the primary beneficiaries of this AI investment cycle. (Cointelegraph)