{"id":1018833,"date":"2026-07-04T07:49:53","date_gmt":"2026-07-04T02:19:53","guid":{"rendered":"https:\/\/telecomlive.in\/web\/?p=1018833"},"modified":"2026-07-04T07:53:01","modified_gmt":"2026-07-04T02:23:01","slug":"ai-boom-not-shock-proof-chip-shortage-and-weak-pass-through-weigh-report-2","status":"publish","type":"post","link":"https:\/\/telecomlive.in\/web\/2026\/07\/04\/ai-boom-not-shock-proof-chip-shortage-and-weak-pass-through-weigh-report-2\/","title":{"rendered":"AI boom not shock-proof; chip shortage and weak pass-through weigh: Report"},"content":{"rendered":"<p>While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities. <\/p>\n<p>As per the brokerage house, supply shock or a sharp rise in US Federal Reserve interest rates could trigger a turning point in the AI boom, as rising chip costs and stretched valuations expose early signs of excess in the rally. <\/p>\n<p>It noted, higher hardware prices are inflating hyperscalers&#8217; capex and squeezing cash flows at a time when monetisation of AI remains limited, potentially forcing a reassessment of investment plans as investor pressure builds.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>While the AI boom is supported by strong cash flows, it is not immune to shocks, with chip shortages posing a major risk to the rally, says Nuvama Institutional Equities. As per the brokerage house, supply shock or a sharp rise in US Federal Reserve interest rates could trigger a turning point in the AI boom, as rising chip costs and stretched valuations expose early signs of excess in the rally. It noted, higher hardware prices are inflating hyperscalers&#8217; capex and squeezing cash flows at a time when monetisation of AI remains limited, potentially forcing a reassessment of investment plans [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[59,4,10],"tags":[],"class_list":["post-1018833","post","type-post","status-publish","format-standard","hentry","category-it-2-the-economic-times","category-newspapers","category-the-economic-times"],"acf":[],"_links":{"self":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1018833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/comments?post=1018833"}],"version-history":[{"count":1,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1018833\/revisions"}],"predecessor-version":[{"id":1018847,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/posts\/1018833\/revisions\/1018847"}],"wp:attachment":[{"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/media?parent=1018833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/categories?post=1018833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/telecomlive.in\/web\/wp-json\/wp\/v2\/tags?post=1018833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}