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Can strong chip demand continue if concerns around AI spending grow?

This story is from 2026-08-27. It is preserved in the archive; the latest stories are on the live feed.

Franklin Equity Portfolio Manager Jonathan Curtis thinks the answer comes down to ROI. His view: If Big Tech continues seeing real returns from AI investment, spending should continue and that should remain positive for chip demand. He also argues we may be near the bottom of the “J-curve,” where t…

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  1. 2026-08-27 20:29 · r/ArtificialInteligence
    Can strong chip demand continue if concerns around AI spending grow?

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