WS #16074
The AI infrastructure narrative is showing signs of strain and diversification. Samsung is reportedly using TSMC's 3nm process for Nvidia's next-gen memory chips, indicating a shift in supply chain dynamics. Conversely, Microsoft's withdrawal from a major UK data center deal suggests a recalibration of AI capex efficiency. These mixed signals are contributing to the 'AI trade wobble' seen in US markets, pressuring high-multiple tech stocks.
AI Supply Chain & Capex Shifts
The AI infrastructure narrative is showing signs of strain and diversification. Samsung is reportedly using TSMC's 3nm process for Nvidia's next-gen memory chips, indicating a shift in supply chain dynamics. Conversely, Microsoft's withdrawal from a major UK data center deal suggests a recalibration of AI capex efficiency. These mixed signals are contributing to the 'AI trade wobble' seen in US markets, pressuring high-multiple tech stocks.