On September 15, semiconductor stocks collectively rebounded, with Qualcomm rising over 4%, Intel and Marvell Technology increasing by more than 3%, and SK Hynix and AMD gaining over 2%. Nvidia and Micron Technology saw gains of over 1%. On September 14, during a speech at the All-In Summit in Los Angeles, Nvidia CEO Jensen Huang received a call from Trump and put it on speakerphone. Trump dismissed the dangers of AI as a 'hoax' and compared data centers to 'the oil of the next two to three decades,' claiming their importance 'exceeds that of the internet.' Huang expressed his agreement on the spot, stating that 'we will not let (AI slowdown) happen.' A Citigroup report pointed out that the recent pullback in semiconductor stocks presents a rare buying opportunity and believes that market concerns over a slowdown in AI spending have been significantly overstated. The bank anticipates that the continued growth in AI inference demand, coupled with ongoing supply constraints, will support further expansion of capital investments across the entire industry ecosystem.