The semiconductor and cloud computing sectors are experiencing robust growth driven by increased artificial intelligence (AI) investments. Taiwan Semiconductor Manufacturing Company (TSMC) plans to expand its CoWoS wafer output from approximately 70,000 to 100,000 monthly by the end of 2026, with its 2nm fabs expected to reach full capacity next year, potentially generating up to $1.8 billion in monthly revenue. TSMC's 2nm node is projected to support $2.5 trillion in end-market products globally within five years. Meanwhile, U.S. cloud providers, including Microsoft, Meta, Alphabet, and Amazon, are significantly increasing capital expenditures on AI, with Morgan Stanley raising its 2025 global cloud capex growth forecast to 56% year-over-year, reaching $445 billion, and projecting a 31% increase to $582 billion in 2026. These four companies are expected to generate approximately $600 billion in capex by 2030, reinforcing their positions as dominant players in AI investment. Hyperscale cloud providers have spent $120 billion on depreciation and amortization over the past year, with Amazon accounting for $58 billion. The AI-focused strategy is also reflected in company performances, with Nvidia and Microsoft leading market gains in 2025 with increases of 34.4% and 23.4% respectively, while Apple has declined by 7.5%. Additionally, AI-centric companies such as Palantir and Meta have reported strong earnings and growth. Industry analysts have updated their AI-focused investment lists, adding companies like CrowdStrike, Roblox, GE Vernova, and Nebius. The rise of AI is also driving cultural and organizational shifts within companies, as exemplified by IgniteTech’s overhaul to embrace AI, resulting in improved profitability and operational efficiency. Overall, AI continues to be a transformative force across technology sectors, influencing investment, production capacity, and corporate strategies worldwide.