KLA Corporation: Is Positioned For A Cyclical Upswing Driven By AI

KLA Corp. Operations I believe the build-out of regional Al factories will drive demand for more advanced nodes as competition for speed and power consumption becomes more frece. Many of the hyperscalers, including Microsoft Azure (MSFT) and Amazon AWS (AMZN) are designing their own accelerators in order to provide more tailored services in relation to data consumption and power efficiency. Despite the drive to bring Al to the edge on smartphones and PCs, I do not anticipate as much eapacity to be catered t ...