The artificial intelligence boom is fueling a historic surge in technology valuations, pushing several major firms past the trillion-dollar threshold and sparking record investments in semiconductor companies. Nvidia, the undisputed leader in AI accelerators, has become the face of this new era, its valuation soaring as demand for AI data centers and generative computing power explodes. Other chipmakers — including AMD, Intel, and Broadcom — are seeing renewed investor enthusiasm as they race to capture a share of the expanding AI infrastructure market.
This capital wave extends beyond chip design to foundries like TSMC and Samsung, which are ramping up advanced process technologies to meet insatiable demand for high-performance chips. Cloud providers such as Amazon, Google, and Microsoft are also pouring billions into custom AI silicon and high-bandwidth memory solutions to strengthen their AI cloud platforms.
Analysts view this as a structural transformation rather than a short-term bubble. The convergence of AI, data, and advanced semiconductors is reshaping global technology supply chains and investment flows. With hardware now defining the limits of AI progress, chipmakers have emerged as the core beneficiaries of a trillion-dollar boom that is rewriting the future of computing.