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2 stories taggedchip stocks.

A small square mechanical keyboard with six frosted semi-transparent keys glowing in distinct colours including blue, green and amber, sitting on a clean dark d
AI Business

Asia chip stocks tumble as AI spending fears sweep global markets

SoftBank fell nearly 9% and Japan's top chip equipment makers lost similar ground on Friday, as Wall Street's semiconductor sell-off rippled across Asia and investors asked a pointed question: is the AI building boom worth the cost?

3 min read
Rows of glowing server racks inside a large modern data centre, shot from floor level looking down a long corridor, cool blue and white lighting reflecting off
AI Business

AI chip executives say demand is 'almost unlimited' even as companies get pickier about costs

Senior figures from chip startups, data centre builders and venture capital say AI infrastructure demand is outrunning supply. But enterprises are starting to ask hard questions about what they actually get for their money.

3 min read
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