A growing body of forecasts from AMD, Nvidia, Broadcom, and major research firms now points toward a semiconductor market that passes the trillion-dollar threshold before the decade closes, driven by an AI infrastructure buildout several times larger than any previous expansion in the industry’s history.
New analysis from Creative Strategies is calling this shift a “giga cycle,” arguing that the unprecedented scale of AI demand is restructuring the economics of compute, memory, networking, and storage…
