AI spending surge to sustain gains as memory supply tightens: Strategist
05:19 Min
Brad Gastwirth, Global Head of Research and Market Intelligence at Circular Technology, says tight memory supply and relentless AI infrastructure spending will continue to support chipmakers through 2026, with real revenue gains easing concerns over an AI bubble.
29 Jan 2026 10:45am
Brad Gastwirth, Global Head of Research and Market Intelligence at Circular Technology, says tight memory supply and relentless AI infrastructure spending will continue to support chipmakers through 2026, with real revenue gains easing concerns over an AI bubble.
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