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Commentary: Chipmakers' AI boom is ignoring history

Ceaseless demand and structural supply constraints have pushed the stock market prices and profits of chipmakers like Nvidia to the moon. Can this continue?

First seen · 9:59 PM UTCMay 7, 2026

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Commentary: Chipmakers' AI boom is ignoring historyCeaseless demand and structural supply constraints have pushed the stock market prices and profits of chipmakers like Nvidia to the moon. Can this continue?
9:59 PM UTC

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