With the rapid advancement of AI technology, companies worldwide are ramping up investments in artificial intelligence infrastructure. This surge is fueling new growth across the semiconductor, cloud computing, data center, and memory industries, putting AI-related stocks back in the spotlight on the US stock market. Recently, leading tech giants like AMD, Broadcom, and TSMC have driven market gains, reinforcing investor confidence in the long-term demand for AI. As the AI investment boom continues, more investors are looking for efficient ways to diversify their global tech stock portfolios.
Explosive Growth in AI Infrastructure Demand: Tech Stocks Lead US Markets Higher
(Source: TradingView)
Artificial intelligence (AI) remains a driving force in global capital markets. On the latest trading day, all three major US indices closed higher. The Dow Jones Industrial Average surpassed 53,000 points for the first time, while the S&P 500 and Nasdaq also posted gains. Capital flowed back into AI and semiconductor-related sectors. Although the S&P 500 rose overall, more stocks declined than advanced, indicating that funds remain concentrated in large tech companies with strong AI growth prospects. AI stocks continue to be the primary engine behind this market rally.
AMD, Broadcom, and TSMC Lead the Charge: AI Chip Supply Chain Reaps Broad Benefits
(Source: TradingView)
In this round of tech stock gains, semiconductor stocks once again took center stage. AMD shares surged 6.61%, and Qualcomm climbed 6.65%. Broadcom rose 3.73% after announcing an extension of its custom chip partnership with Apple through 2031, further cementing its key role in the AI chip supply chain.
Meanwhile, global foundry leader TSMC saw its stock price jump over 4%, reflecting optimism about continued growth in AI chip demand. The rapid development of the AI industry is benefiting not only chip design firms but also foundries, packaging and testing companies, memory manufacturers, and server supply chains, all of which are seeing new growth opportunities.
JPMorgan: Three Key Drivers Continue to Fuel AI Infrastructure Demand
According to the latest research from JPMorgan, three main factors are currently driving demand for AI infrastructure. First, usage of large language model (LLM) tokens is skyrocketing—June’s token usage was about 20 times higher than the same period last year, signaling that real-world AI compute needs are still growing rapidly. Second, GPU rental prices remain on the rise. The average rental price for A100 GPUs continues to climb, reflecting strong enterprise demand for AI computing power. Third, DDR5 memory prices remain robust, with DRAM spot prices up more than sevenfold year-over-year, driven by ongoing demand from AI servers, high-performance computing (HPC), and data centers. JPMorgan notes that declining AI model costs have not dampened demand; instead, they have lowered the barriers for enterprise AI adoption, fueling rapid expansion in the AI inference market and supporting continued growth across the AI ecosystem.
AI Investment Focus Shifts from Chips to the Entire Supply Chain
Beyond GPU makers like NVIDIA and AMD, AI investment opportunities are expanding across the entire supply chain. For example, Micron Technology has signed a long-term partnership with Ford to provide AI and automotive chip solutions. SK Hynix is preparing for a US IPO, which is expected to be one of the largest in recent years. Storage device makers such as Western Digital and Seagate are also benefiting from sustained high NAND Flash prices. On another front, Microsoft recently announced layoffs of about 4,800 employees, but the market generally sees this as a move to reallocate resources and accelerate AI-related investments—underscoring that tech giants still view AI as the most important growth driver for the future.
In the AI Investment Boom, Global Asset Diversification Is More Essential Than Ever
AI has evolved from a niche tech theme into a core focus of global corporate capital expenditures. In addition to leading US tech firms, Asia’s semiconductor industry, Korean memory manufacturers, and major Hong Kong tech companies are all key players in the AI supply chain. For investors aiming to capture the full scope of AI’s long-term potential, focusing on a single market is no longer sufficient. Cross-market and diversified allocations are increasingly becoming mainstream investment strategies.
Gate Stock: A New Gateway to Global Stock Investing
To meet the growing demand for global stock market access, Gate has officially launched its web-based stock trading platform, now available on both web and app. Gate Stock now supports trading in over 12,500 stocks and ETFs across the US, Hong Kong, and South Korea. US markets alone offer access to more than 10,000 tradable securities, including those listed on Nasdaq, NYSE, NYSE Arca, NYSE American, and BATS. For Hong Kong, over 1,500 stocks are available, while the initial South Korea offering covers the top 1,000 KRX-listed companies by market cap, including Samsung Electronics, SK Hynix, NAVER, Hyundai Motor, and Celltrion. With a single account, investors can seamlessly access global leaders across tech, AI, semiconductors, finance, and consumer sectors.
Trade Stocks Directly with USDT—Access Global Opportunities 24/7
Compared to traditional cross-border investing, Gate Stock offers a more convenient trading experience. Investors can trade stocks and ETFs directly using USDT, eliminating the need to open overseas brokerage accounts or deal with complex currency conversions. The platform also supports fractional share trading starting from just 0.01 shares, significantly lowering the entry barrier so more investors can participate in global tech giants like Apple, NVIDIA, Microsoft, Amazon, Meta, and Tesla. Notably, Gate Stock has introduced 24/7 trading, with nearly 200 popular stocks now available for round-the-clock trading. This means investors can respond instantly to earnings reports, major industry news, or the latest developments in the AI market—without being limited by traditional trading hours.
Conclusion
AI is fundamentally reshaping the competitive landscape of the global tech industry and redefining investment logic in capital markets. From the rapid adoption of large language models and soaring demand for GPU computing power to the ongoing expansion of memory, data centers, and cloud infrastructure, the AI value chain continues to demonstrate robust growth momentum. With Gate Stock’s official launch of its web platform, support for Korean stocks, and 24/7 trading, investors can now use a single platform and USDT to conveniently access US, Hong Kong, and Korean markets. This empowers them to seize global investment opportunities in the AI mega-trend while building a more flexible and diversified long-term asset allocation strategy.
