AI Infrastructure Is Becoming the Bigger Story
Three recent earnings reports point to strong demand across the AI infrastructure ecosystem.
Lumentum ($LITE) reported $1B in revenue, up 109% YoY. CoreWeave ($CRWV) reached $2.58B, up 112%, while Super Micro ($SMCI) reported $11.12B, up 93%.
What stands out is that the AI boom is benefiting more than chip and model companies. Optical connectivity, cloud computing, servers and data-center infrastructure are all becoming important parts of the story. $LITE is also available through BingX for those following this sector.
Three recent earnings reports point to strong demand across the AI infrastructure ecosystem.
Lumentum ($LITE) reported $1B in revenue, up 109% YoY. CoreWeave ($CRWV) reached $2.58B, up 112%, while Super Micro ($SMCI) reported $11.12B, up 93%.
What stands out is that the AI boom is benefiting more than chip and model companies. Optical connectivity, cloud computing, servers and data-center infrastructure are all becoming important parts of the story. $LITE is also available through BingX for those following this sector.