Part 3/11:
Veteran analysts like Stacy Rasgon from Bernstein highlight just how extraordinary the current era is. Once, the industry was centered around memory chips and basic processors, often viewed as dull and predictable. Today, AI has revolutionized the landscape, creating a frenzy of investment and innovation. Rasgon emphasizes that the AI surge is not just a fleeting trend but a cycle with substantial staying power, supported by burgeoning demand.