AI Chip Boom Peaking in 2028? Analyst Says That’s ‘Utterly Wrong’ As Shortage Could Last Until 2030
Meta, Apple, and OpenAI take divergent AI paths as CLSA warns chip shortages could last through 2030, favoring hardware suppliers.
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Why It Matters
Some people think AI chip shortages will end soon in 2028. But experts say we might not have enough chips until 2030, which helps companies that make computer hardware.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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