From April 22 to 24 local time, Google Cloud Next '26 officially kicked off in Las Vegas. Google unveiled two new generations of TPUs at once, marking the first split in training and inference chip architectures; enterprise-grade AI agents are set for large-scale deployment, with memory pooling, optical circuit switches, and other underlying infrastructure technologies also announcing their latest implementation progress.$PHLX Semiconductor Index (.SOX.US)$Will the 16-day rally continue its upward momentum? Which sectors are expected to take off accordingly?