AI capex: gamble or jackpot?

Broadcom's CEO likened the AI market to a 'casino,' and despite strong ASML and TSMC results, a global tech selloff raises concerns about AI spending risks.

• Broadcom vs SK Hynix revenue trends show diverging AI chip demand2026-10-15
• Broadcom in talks for over $50B financing for OpenAI chips2026-10-08
• ASML wins TSMC, Samsung, Intel; Huawei pursues alternatives2026-09-09
• Huang and Tan See the AI Boom From Slightly Different Places2026-10-16
• Broadcom, Intel CEOs say capital may be AI's biggest bottleneck2026-10-15