🚨 $FET AND THE AI CHIP SUPER-CYCLE EXTENDING TO 2030 — THE DEMAND SHOCK IS REAL 💥
🚀 The AI infrastructure buildout isn't slowing down—it's compounding. Storage chip super-cycle shifts from 2028 to 2029-2030, with DRAM prices projected to double by 2026. Supply simply cannot catch demand.
📊 Hyperscalers will allocate 36% of their $1.14T capex to storage by 2027—that's $410B flooding into memory. SK Hynix CEO calls 2027 the most supply-constrained year in industry history. This is the structural backdrop for AI-driven compute narratives.
💡 While the spot AI narrative trades on sentiment, the underlying hardware demand curve is tightening for years. Watch for AI infrastructure tokens to reprice this macro tailwind. 🤔 Which AI projects are positioned to capture this multi-year supply squeeze?
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #FET #AI #Crypto #TechCycle #SupplyShock
🔥 🦈
🚀 The AI infrastructure buildout isn't slowing down—it's compounding. Storage chip super-cycle shifts from 2028 to 2029-2030, with DRAM prices projected to double by 2026. Supply simply cannot catch demand.
📊 Hyperscalers will allocate 36% of their $1.14T capex to storage by 2027—that's $410B flooding into memory. SK Hynix CEO calls 2027 the most supply-constrained year in industry history. This is the structural backdrop for AI-driven compute narratives.
💡 While the spot AI narrative trades on sentiment, the underlying hardware demand curve is tightening for years. Watch for AI infrastructure tokens to reprice this macro tailwind. 🤔 Which AI projects are positioned to capture this multi-year supply squeeze?
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #FET #AI #Crypto #TechCycle #SupplyShock
🔥 🦈