Semiconductor Summer Is Booming — But Most Tech Companies Are Invisible in AI Search

Micron's earnings and Nvidia's shareholder meeting headline "semiconductor summer," a vivid reminder that the AI infrastructure boom is real and accelerating. But there's a quiet irony underneath it: the same AI driving record chip demand is rewriting how software gets discovered — and most of the B2B tech and SaaS companies riding the wave are nearly invisible in AI search itself. With 51% of software buyers now starting in an AI chatbot and shortlists forming before any human contact, here's why so many tech brands are missing from the answers and how to be the vendor AI recommends.