WS #13881

From 500 msgs · 10 key-dev

AI demand remains strong (TSMC +45%, Intel $20B offering, Gemini 1B users) but leadership changes (OpenAI COO exit) and spending concerns (SpaceX -13%) create mixed sentiment.

AI trade mixed signals

AI demand remains strong (TSMC +45%, Intel $20B offering, Gemini 1B users) but leadership changes (OpenAI COO exit) and spending concerns (SpaceX -13%) create mixed sentiment.

Full world state #13881 →