chips
Congress was warned that holding back compute will not stop China's accelerating AI and the global adoption of its models.
AMD warned of supply shortages in February, despite CEOs assurances.
Helium and shipping could further constrain semiconductor manufacturing, but AI energy worries abated overnight.
"I'm not sure folks realize how strong a chips company we've become."
Intel's challenges will "take time and resolve" says CEO Lip-Bu Tan.
Custom chips make up $58 billion of Broadcom's $78 billion AI backlog in the next 18 months.
AWS is targeting the most ambitious AI workloads with its new chip-server-cluster combo.