9/21/2026
By Charles Payne, CEO & Principal Analyst

Chip Demand

A major shift from training to inference, sparking a renaissance in central processing unit (CPU) demand, which fell by half in 2025.

Moreover, competition for AI server racks is increasing, even as growth is expected to peak in 2027.  Don’t confuse that with growth stopping; demand will remain strong for years to come, giving investors several opportunities to make money.

Debate over memory demand continues, but the notion that prices would have stumbled by now was unfounded from the start.

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Charles Payne
Wall Street Strategies