Overlooked bottlenecks and hyperscalers forced to keep spending will keep the chip-stock rally alive, says Nomura team
THE SO WHAT
Nomura’s read — hidden bottlenecks plus hyperscalers forced to keep spending — implies AI capex remains elevated longer than equity markets may be pricing. Infra and procurement leaders should plan for continued tightness in key components and avoid betting roadmaps on near-term cost collapses that may not arrive.
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