AI infrastructure investment boom cools down, funds may flow into cryptocurrency assets

The AI infrastructure investment boom has cooled down, and the market is reassessing the sustainability of chip and data center spending, putting pressure on AI related chip stocks such as Micron Technology and SanDisk. Samsung Electronics' Q2 revenue fell below market expectations, causing its stock price to drop nearly 7%. SK hynix's stock price has fallen by about 25% from its historical high. Analysts point out that if the enthusiasm for AI investment decreases, some funds may flow from the AI industry chain to other risky assets such as cryptocurrencies. According to CoinDesk.