Latest / MPC Markets Morning Call
Semis get CRUSHED as GPU Demand Slashed
Book a Portfolio Review: https://www.mpcmarkets.com.au/portfolio-review/Semiconductor stocks were hammered today after reports that OpenAI has dramatically cut inference costs through software optimisations — slashing GPU requirements for large parts of ChatGPT traffic. The SOX Index fell over 6% in its worst session in months, hitting Nvidia, AMD, Intel and chip equipment names hard after one of the strongest quarters on record.In this episode we break down what this means for the AI infrastructure trade, whether hyperscaler capex is at risk of slowing, and how the market is digesting the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.