AI Chips Cross the Trillion-Dollar Mark and Redraw the Power Map

A record market valuation for the processor industry pushed governments and giants into an unprecedented investment race to produce more specialized components.

New factories announced in recent years have started producing, yet demand still outpaces supply in the neural-network segments.

Advanced production lines across three continents attracted hundreds of billions, and governments now view chipmaking as a strategic asset akin to oil.

Markets keep asking whether this boom continues or a correction follows once infrastructure spending peaks.