Watch Desk posted an update
Donald Trump has signalled support for expanding AI infrastructure, as semiconductor shares rose in a morning rebound. TradingView, citing CNBC, says he backed data centres and pledged to help states expand capacity.
Why it mattersAMD rose 11.3% in the report, alongside gains for Intel, Applied Materials and KLA Corporation. The move came after a sharp sector sell-off amid concerns about AI infrastructure spending and calls to slow data-centre development. It is a political signal, not a change to planning rules or proof that the market’s doubts have gone away. Still, the fortunes of AI chipmakers depend partly on whether the infrastructure build-out keeps moving.
Discuss: Should governments actively help expand AI data centres, or leave decisions about where and how quickly to build to local communities?
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