This Week In AI Chips - AI-Powered Data Centers Fuel Massive Market Growth

The data center industry is experiencing rapid growth driven by advancements in AI, cloud computing, and the increasing volumes of data generated daily. This surge is prompting significant investments in high-powered digital infrastructure, with the global data center market projected to grow from approximately $383.8 billion in 2025 to $902.2 billion by 2033. Within this context, the AI data center segment is expected to expand even more dramatically, with projections indicating it could grow from $147.3 billion in 2025 to $810.6 billion by 2033. This evolution presents opportunities across the spectrum of infrastructure development, from construction and energy to cooling and networking services, as organizations strive to meet the escalating demands for AI and digital services.

In other trading, ON Semiconductor (NasdaqGS:ON) was a standout up 8.5% and ending trading at $76.14. Meanwhile, Shanghai Biren Technology (SEHK:6082) trailed, down 6.7% to close at HK$33.10.

ON Semiconductor is rapidly expanding in the automotive sector with cutting-edge EV technologies. Click here to explore how this strategic growth could impact your investment decisions.

Additionally, take a moment to revisit our Market Insights article, where we unveiled how AI-related capital expenditures are dramatically shaping earnings landscapes in the tech sector. Don't miss out on understanding these pivotal dynamics!

Best AI Chip Stocks

• Broadcom (NasdaqGS:AVGO) ended the day at $361.99 up 0.3%.
• NVIDIA (NasdaqGS:NVDA) ended the day unchanged at, $218.29.
• Micron Technology (NasdaqGS:MU) ended the day at $975.26 down 0.2%.

Where To Now?

• Gain an insight into the universe of 121 AI Chip Stocks, among which are Teradyne, Renesas Electronics and Winbond Electronics, by clicking here.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "The $900 Billion Data Center Boom Is Just Getting Started" from MarketNewsUpdates.com on GlobeNewswire (published 11 September 2026)

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