On January 28, 2026, Texas Instruments shares jumped following a positive forecast. The company reported consistently high demand for data center chips. This is a crucial indicator: AI sector growth is pulling up not just Nvidia, but also manufacturers of analog chips needed for server power management.
TI's report confirms that hardware investment is not slowing down. Infrastructure remains a bottleneck, and the market is ready to absorb any volume of components for building new computing power.
Source: ReutersEconomyChipsHardwareStock MarketData Centers
