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Analysis: AI investment boom cools down, market reassesses sustainability of chip and data center spending.

MeNews
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ME News, July 7 (UTC+8), the AI infrastructure investment boom is cooling down, and the market has begun to reassess the sustainability of chip and data center spending. As investors re-evaluate whether AI infrastructure investment can be sustained, the "AI trade" covering semiconductors, memory chips, and the data center industry chain is showing signs of cooling. Recently, AI-related chip stocks such as Micron Technology (MU) and SanDisk (SNDK) have been under pressure. Earlier, Samsung Electronics reported a record second-quarter performance, but its revenue fell short of market expectations, and its stock price still fell nearly 7%, dragging down the entire AI chip sector. The market is concerned that as cloud computing giants (Hyperscalers) may slow down AI infrastructure investment, the current AI boom cycle driven by GPUs, high-bandwidth memory (HBM), and data center construction may face repricing. Meanwhile, South Korean memory chip giant SK hynix's stock price has fallen about 25% from its historical high before its U.S. listing, and its IPO is also attracting some funds shifting away from existing chip stocks. Analysts pointed out that after SpaceX's large IPO pushed up valuations of AI-related assets, investors are reassessing the growth logic for the next phase of the AI market. If AI investment enthusiasm further declines, some funds may flow back from the AI industry chain to other risk assets including crypto assets. (Source: ODAILY)
MU4.33%
SNDK7.45%
SPCX2.55%
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