AI infrastructure boom shows no sign of slowing down
Orders and investment in key AI infrastructure, including advanced chips and data-centre capacity, remain robust, with no indication of a near-term slowdown despite market uncertainty.
TechCrunch reports that the AI infrastructure build-out, the hardware, data centres and semiconductor supply chains that underpin AI deployment, is continuing at pace.
One key indicator is substantial order volumes for ASML’s extreme-ultraviolet (EUV) lithography equipment, which chipmakers need to produce cutting-edge processors for AI workloads, suggesting sustained investor and industry confidence in future demand.
Alongside this, central cloud and AI platform players are maintaining or increasing hardware commitments, with companies like Microsoft continuing to buy large quantities of GPUs and related infrastructure even as they develop their own silicon, underscoring the ongoing demand for processing capacity.
The underlying data-centre trend reflects how AI workloads increasingly drive capital expenditure and long-term planning for hyperscale compute, even as broader tech markets debate valuations and bubble risks.
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