[Bank of America: AI Investment Focus Shifting from Cloud Providers to Chipmakers] Odaily Planet Daily News – Bank of America stated that the AI boom is driving a significant shift in industry cash flow, moving from hyperscale cloud providers to chip manufacturers. Semiconductor companies are capturing an increasingly larger share of AI capital expenditures. Bank of America believes that as AI infrastructure continues to expand, chipmakers are likely to become the primary beneficiaries of this AI investment cycle. (Cointelegraph)