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1 Oct, 21:05

Bullish on AI Chip Demand Growth

Bullish+0.27%

AI Summary

Author shares a Piper Sandler forecast projecting rapid growth in TPU sales through 2028, highlighting major AI infrastructure and semiconductor stocks as beneficiaries.

Piper Sandler: TPU sales estimated to reach $51.2 billion in 2027E, and then double to $103.7 billion in 2028E. $GOOGL $AMZN $META $NVDA $MSFT $AMD

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