AI’s explosive growth is rewriting the tech landscape as Anthropic rockets past expectations with 14x revenue surge and first-ever positive operating income, fueling a $100B+ projection by 2028. The boom demands more GPUs, memory, and storage—pushing chipmakers like Micron and SK Hynix into sharper focus amid U.S. policy blocking Apple’s Chinese chip purchases. Stocks like Teradyne and Amkor soar as investors bet big on AI’s infrastructure hunger, turning the semiconductor race into a high-stakes, politically charged game.
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