AI Spending

AMD's glass-fronted headquarters building on Augustine Drive in Santa Clara, California, behind tall pine trees and ornamental grass, with an AMD sign at the right.

The Chip Index Has Fallen Eight Sessions in a Row, a Run Last Seen in October 2008. The Semiconductor ETF Is Down 16 Per Cent Since 6 October and Still Up 64 Per Cent for the Year.

The PHLX Semiconductor Index fell 3.8 per cent on Friday 16 October, its eighth straight losing session, a streak it last matched in October 2008. The iShares Semiconductor ETF has lost 16 per cent since 6 October but is still up about 64 per cent in 2026.

By Daniel Okafor 7 hours ago

An aisle of equipment racks running the length of a data centre

Inference Costs Move From Footnote to Line Item

Training got the headlines and the capital budget. The recurring cost of running models in production is what finance departments are now trying to forecast, mostly badly.

By Alison Acosta August 13, 2026

AI Spending

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The Chip Index Has Fallen Eight Sessions in a Row, a Run Last Seen in October 2008. The Semiconductor ETF Is Down 16 Per Cent Since 6 October and Still Up 64 Per Cent for the Year.

Inference Costs Move From Footnote to Line Item