Matthew Sigel says AI chip revenue has a clear path to double to $230 billion by fiscal 2028. He ties the forecast to real demand and the readiness of data center sites, underscoring how infrastructure constraints are shaping the AI buildout.
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Matthew Sigel says AI chip revenue has a clear path to double to $230 billion by fiscal 2028. He ties the forecast to real demand and the readiness of data center sites, underscoring how infrastructure constraints are shaping the AI buildout.
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