Dossier
chip demand
Coverage of chip demand in the Nexus archive.
- Why cheap Chinese AI models could actually be a boon for Nvidia, Micron and other chip stocks
Moonshot AI’s Kimi K3 may increase enterprise workloads, potentially boosting chip demand for companies like Nvidia and Micron.
- AI boom outweighs Iran war pain, Korean central bank chief says
The Korean central bank chief, Shin Hyun-song, stated that the AI boom is overshadowing economic pain from the Iran war, projecting GDP growth driven by chip demand and rising stock markets.