Major semiconductor player just crushed expectations on both top and bottom lines. The real story? Their AI chip division is projecting 100% growth this quarter. That's not a typo—we're talking about doubling sales in three months.

This kind of momentum in AI infrastructure tells you something bigger about where smart money is flowing. When hardware manufacturers see this type of acceleration, it usually signals sustained demand from data centers and AI deployment at scale. Worth watching how this ripples through the broader tech sector.