# Carrera del oro de la IA se extiende más allá de los chips

**URL:** <https://www.yodev.dev/t/ai-gold-rush-spills-beyond-chips/387>\
**Category:** Community\
**Tags:** aiwealth\
**Created:** [2 Septiembre, 2025 19:44 UTC](https://www.yodev.dev/t/ai-gold-rush-spills-beyond-chips/387 "2025-09-02T19:44:50Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![Grego](https://yyz1.discourse-cdn.com/flex009/user_avatar/www.yodev.dev/grego/32/649_2.png) [@Grego](https://www.yodev.dev/u/Grego)\
**Post date:** [2 Septiembre, 2025 19:44 UTC](https://www.yodev.dev/t/ai-gold-rush-spills-beyond-chips/387/1 "2025-09-02T19:44:50Z")

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![Goldrush](https://canada1.discourse-cdn.com/flex009/uploads/inovacon/original/1X/354608fcb66b67d0ab4abdcd71074ca66b4da5b3.jpeg)  
Semiconductor companies like Nvidia have typically been the largest beneficiaries of the surge in AI demand. Now, storage, servers and data centers are [experiencing](https://link.mail.beehiiv.com/ss/c/u001.QR8PDET7GVRZS9oWC_jpgEjo793ql94PuU-UxJyF4NENqAl61ZCjz4HuYOpo6n3OtgSlsUMGq3sVGsm6UCbNclV_RbXIaaR3tC6PgIQnrCGSYE_H2uVSfI-3Pq49bVyZAgqE177m0w5zsbGDL8jhpcrshCUVvdM3B7uUuRUQLnErk3Brscul5DdNMYoGuxm1R24Bnn64ZAKP3bnrIoCveB08PvCzBWsvbhDhEkRG3u4yci8KKJSViOCBEpaVSN1nAZcrU3AWUuf9o4Nd35VUkrFWcdTAI5S-zOkbLAJ2WcVJhtnmLAzYYPpgmWjX6fB22-IkdtNTROi23Klqk78LTUUjjCOuHos_H-rN1OYOWEw/4jk/Peu4x6GUSSKsuFFHkEZ4sg/h3/h001.aNfc9cUa3ejZT5bwcE5wF3KYJRtBzty27NwohCJ-e8k) a boom. The winners: CoreWeave tripled revenue to $1.2B, Microsoft Azure jumped 39%, and Nvidia hit $39B in data center revenue. Manufacturing giant Foxconn saw server revenue overtake smartphone manufacturing for the first time, while Dell logged a record $12.1B in AI orders in a single quarter.