Shares of semiconductor and chip companies are trading lower amid concerns that mounting AI infrastructure costs could slow future spending and weigh on chip demand. Nvidia CEO Jensen Huang highlighted a scarcity of capital to fund AI expansion, raising concerns that companies could scale back chip purchases, while Lam Research warned that supply chain constraints could delay equipment shipments until March, potentially limiting chipmakers' ability to increase production.

Shares of semiconductor and chip companies are trading lower amid concerns that mounting AI infrastructure costs could slow future spending and weigh on chip demand. Nvidia CEO Jensen Huang highlighted a scarcity of capital to fund AI expansion, raising concerns that companies could scale back chip purchases, while Lam Research warned that supply chain constraints could delay equipment shipments until March, potentially limiting chipmakers' ability to increase production.