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AI Chip Boom Peaking in 2028? Analyst Says That’s ‘Utterly Wrong’ As Shortage Could Last Until 2030

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September 25, 2026
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Meta Platforms Inc., Apple Inc., OpenAI, Microsoft Corp. and Alibaba Group Holding Ltd. are taking different positions across the AI market as demand for computing power continues to outstrip supply and new AI formats broaden adoption. CLSA Sees Chip Shortage...

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