hczhu

AI Demand Indicators & Projections for Semiconductor Products

Sorted by reputability and significance (most authoritative on top).

Source / Memo	Indicator / Projection	Value	Semiconductor Implication
OpenAI Infrastructure Commitments (official, publicly disclosed contracts)	Total contracted spend	$1.15T across 7 vendors	Multi-year structural compute demand
OpenAI Infrastructure Commitments	Broadcom custom AI chips	$350B	Major ASIC ramp 2026H2+
OpenAI Infrastructure Commitments	Oracle (Stargate)	$300B / 5 yrs from 2027	Hyperscale data-center build-out
OpenAI Infrastructure Commitments	Microsoft Azure	$250B	Largest single relationship

hczhu

1. Get trending tickers through http get 

https://api.tickertick.com/tickers?p=reddit_trending&n=30


2. Build url parameters

let url_params = buildFeedUrlParameters(trending_tickers, null);
url_params.set("n", 301);  // Fetch 301 candidate stories

hczhu

Keybase proof

I hereby claim:

• I am hczhu on github.
• I am hczhu (https://keybase.io/hczhu) on keybase.
• I have a public key ASCJuTBY3tWOOtHT7b38fMABzFBoDWeXY3bXgta8rAr2-Ao

To claim this, I am signing this object: