Big Tech’s AI Spending Slowdown Could Lead To “Vicious” Slowdown For NVIDIA Says Supplier CEO

A fall in spending by big tech firms on AI products could have serious consequences for the semiconductor industry, warns Doug Lefever, the CEO of Japanese semiconductor test equipment provider Advantech. Lefever shared his thoughts in an interview with the Financial Times, adding that the potential slowdown could be mitigated if consumer AI smartphones gain popularity in the market. AI spending could materialize in cycles, and once the current cycle ends, the industry could experience a shock, believes the executive. Hyperscaler Concentration In AI Market Could Lead To ''Vicious'' Cycle In Chip Market, Warns CEO The surge in AI spending […]

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