No, this wasn’t an April Fool’s joke. Yesterday, OpenAI’s CEO revealed that ChatGPT added 1 million users in a single hour. For context—it took five days to hit that number during the 2022 launch.
Why should chip investors care? Because every new AI user=more data, more compute, and more demand for GPUs & server chips. This AI revolution is real, accelerating fast, and silicon is the fuel. Nvidia, AMD, Broadcom, and the entire chip ecosystem stand to benefit massively.
? The Bottom Line: This isn’t a hype cycle. The AI revolution is underway and will reshape the global economy and our daily lives. If you're long on semiconductors—you’re probably on the right side of history. ?
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