TechHighConfirmedAccelerating
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AMD and Anthropic announce multi-billion dollar AI chip supply and investment partnership
Financial Times·US·about 21 hours ago
The VanEck Semiconductor ETF (SMH) has declined 17 percent from its peak, yet capital inflows remain robust as investors bet on long-term demand for AI-related hardware. The divergence between price action and fund flows suggests sustained institutional confidence in the semiconductor sector's growth trajectory despite current volatility.