@Mrzorro:From Clouds to Foundries: Who Really Wins in the AI Chip Gold Rush? Clouds Are Fueling a Semiconductor Boom Cloud computing currently represents the highest ROI scenario for data center semiconductors. Against a backdrop of continued revenue growth in Q2, leading cloud companies have also ramped up their spending on data center chips. As the first of the new global cloud giants to report Q3 earnings, $Oracle(ORCL)$ has released strong forward guidance, further bolstering the high-growth outlook for the data center semiconductor sector. The market anticipates that the "big four" global AI chip leaders— $NVIDIA(NVDA)$ ,&nb