Intel signaled the potential market size for AI infrastructure could approach $1 trillion, while TSMC reported strong demand for high-performance computing and AI chips alongside persistent capacity constraints. H100 GPU rental prices have climbed nearly 40% over the past six months, and Blackwell chip rental costs jumped approximately 48% in just two months, with cloud providers also initiating price increases amid tight supply of premium compute resources.
However, Nvidia faces emerging competitive pressure as DeepSeek and other firms introduce new models and accelerate adoption of domestic chip solutions.