The semiconductor industry is experiencing a strong surge in demand for AI chips, notably in data center GPUs, fueling a rise in related stocks.

Nvidia and AMD are the primary beneficiaries of this AI-driven demand, with Nvidia leading the AI 'Gold Rush' and AMD also seeing stock growth.

The Morningstar US Semiconductor Index saw a significant increase of 106.54% last year, reflecting a mixed but generally upbeat outlook for the industry.

AI-focused ETFs are gaining popularity, offering investors diversified exposure to the AI sector with ETFs like ARKQ, BOTZ, IRBO, and others.

Morningstar analysts highlight undervalued semiconductor stocks such as Infineon, STMicroelectronics, and others, with potential for growth tied to the 5G market expansion.

The crypto market is also leaning heavily into AI, with projects like Render Token, Raboo, and Near Protocol emerging as strong contenders.

The AI and blockchain technologies emphasize the need for ethical and societal considerations, highlighting a collaborative approach among various stakeholders.

In the broader AI tech sector, companies like C3.AI and Microsoft are positioning themselves for growth, while IonQ represents a high-risk, high-reward play in the nascent quantum computing market.