2026-01-15 13:37:51

Chip manufacturing giant just revealed plans to deploy over $100 billion in capital expenditures across the next three years—more than triple what they spent in the previous three-year period combined.

This isn't just corporate planning noise. The world's AI infrastructure buildout is hitting peak acceleration, and we're nowhere close to the plateau everyone keeps talking about.

Meanwhile, the equipment makers are running at full throttle. Advanced semiconductor manufacturing tools keep flowing down the supply chain. The factory floor of global AI gets another round of capacity expansion.

When the infrastructure providers commit this much firepower, it's usually a signal: this cycle has legs, and the AI arms race just entered a new phase.

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TokenCreatorOP

· 7h ago

Spending 100 billion, these chip companies are really all in ngl this time is different, the chip arms race is really starting to burn money Wait, is it time to hype up chip stocks again Triple investment... feels like this is just the beginning Crazy, spending 100 billion like this, whose money is this Infrastructure fanatic online, the AI feast has just begun to whet the appetite No, what does this mean, is the industry about to take off again? Sky-high chip prices, will mining cards come back again With such intense infrastructure efforts, there are definitely big moves ahead Everyone says it’s about platforms, but they’re directly tripling output, really ruthless

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WalletInspector

· 7h ago

This investment will directly boost chip production capacity. Spending 100 billion over three years is no joke. A new round of competition has begun, and the AI arms race is endless. The supply chain is overwhelmed, and equipment manufacturers are receiving back-to-back orders. This wave is really happening, not just talk. It seems the hype can continue.

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SneakyFlashloan

· 7h ago

Trillions poured in, this time it's really not a false alarm The chip arms race is accelerating; whoever dares to fall behind will die This round really isn't ending that quickly; don't believe those who are bearish Production lines are operating at full capacity; money isn't wasted in vain

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MidsommarWallet

· 7h ago

Hundreds of billions poured in... This time, it's really serious The "foolish and wealthy" series, but this time you can truly see the sincerity The chip arms race is escalating, the days of lying back and winning are over These people are not short of money, directly tripling, going crazy, going crazy Basically, it's a gamble that the AI track has no ceiling, all in

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