Customers: AI Developers' Economics

Bonus Episode for Nov. 21. Chipmakers are raking it in, but investors are getting nervous over “circular” AI semiconductor deals, the potential for an AI bubble and the pop that could follow. How grounded are those concerns about the AI boom? WSJ chips reporter Robbie Whelan discusses how the biggest names in chipmaking performed last quarter and what it could mean for markets.

WSJ Heard on the Street writer Asa Fitch hosts this special bonus episode of What's News in Earnings, where we dig into companies’ earnings reports and analyst calls to find out what’s going on under the hood of the American economy.

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Further Reading:

Nvidia’s Strong Results Show AI Fears Are Premature

Nvidia Profits Soar, Countering Investor Jitters on AI Boom

The AI Boom Is Looking More and More Fragile

AMD Reports Sharply Higher Profits, Sales

AMD Is an Increasingly Formidable Competitor to Nvidia

Intel Surges as First Earnings Report Since U.S. Investment Shows Momentum

Investors Love Intel Again. That Still Doesn’t Solve Its Problems.

TSMC Raises Revenue View Again Amid Global AI Investment Frenzy

CoreWeave Reports Doubling of Revenue From AI Boom

CoreWeave CEO Plays Down Concerns About AI-Spending Bubble

Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?

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