It's striking to see how aggressively the AI boom is boosting semiconductor heavyweights. One major chipmaker has practically doubled its cash reserves—jumping from roughly $45 billion to around $90 billion within just two years. That's not loose change. The AI economy is reshaping balance sheets across the entire supply chain, and these cash positions give players serious ammunition for R&D, acquisitions, or weathering downturns. When a single technology shift can swing cash positions this dramatically, you know we're witnessing a genuine structural pivot in the market.