Demand for artificial intelligence infrastructure remains far stronger than available supply, according to technology executives, even as companies become more disciplined about how they spend on AI.
The comments come as investors debate whether recent volatility in semiconductor stocks signals that the AI boom is beginning to cool. Industry leaders interviewed by CNBC argued the opposite, saying enterprise customers are not pulling back from AI. Instead, they are becoming more strategic about where they deploy it and how they measure its return on investment.
