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What if AMD’s latest surge isn’t just “catch-up” but a sign that the AI boom is shifting gears? With Nvidia still towering, investors are asking a better question: Is the total AI pie expanding so fast that second-place might still mean outsized returns? Problem. Headlines swing between tariff threats, summit rumors, and daily chip-stock whiplash. Many investors react to noise and miss the core driver: AI capital expenditure (capex) is compounding . Agitate. If you focus on day-to-day politics, you risk trimming winners too early. In the meantime, hyperscalers are signing long-dated supply and building data centers at record speed. Solution. Anchor your thesis on capex, power, and platform adoption . That lens explains why AMD’s momentum can coexist with Nvidia’s dominance—and how utilities, data-center REITs, and power tech enter the chat.   Table of Contents Key Takeaways AI Capex: The Only Chart That Matters AMD vs. Nvidia: Same Wave, Different...

The AI revolution is built on data, and the speed at which that data moves is becoming the single biggest bottleneck. Now, a new generation of memory is here to break that barrier: HBM4. 💡 Key Takeaways A Quantum Leap in Speed: HBM4 offers up to 2 TB/s of bandwidth, a massive jump from previous generations, directly accelerating AI model training and inference. The Korean Titans' Battle: South Korea's SK Hynix and Samsung Electronics are in a fierce competition to supply HBM4 for NVIDIA's next-gen AI chips, shaping the future of the semiconductor market. More Than Just Speed: HBM4 also brings significant improvements in power efficiency, a critical factor for managing the operational costs of large-scale data centers. Market-Wide Impact: The arrival of HBM4 is set to redefine performance standards for high-performance computing (HPC) and next-generation AI accelerators. 🌐 Global Attention: Why HBM4 is the Talk of Tech The entire tech world, from data sc...