1br0wn, 
‘For those looking for a sign of peak #AI hype, the focus should be on the mismatch between steep valuations and the slower than expected pace of broader enterprise adoption of AI, rather than normal cyclical forces.' #chips #ASML #TSMC #Samsung #Nvidia #Arm https://www.ft.com/content/b7462460-c7bd-4231-aca5-310da6bc6517