Optical component capacity sold out through 2029! AI’s hunger for computing power is real, but your AI coin may just be riding the hype
Real demand never depends on shilling. Lumentum’s CEO admitted it himself: optical component capacity is sold out through early 2029, and they can’t meet 70% of demand for some products. AI data centers are scrambling for hardware, and traditional tech companies are reaping the rewards.
For crypto: AI-themed coins may get a short-term sentiment boost, but don’t get carried away—good news for hardware doesn’t mean good news for tokens. Retail investors, don’t chase the rally. If you’re holding, consider trimming on the rebound; if you’re on the sidelines, just watch. My take: AI is a long-term trend, but crypto trades on expectations. Don’t mistake someone else’s sold-out capacity for a safety net for your own holdings. Stay in the game and wait for real-world adoption.
Real demand never depends on shilling. Lumentum’s CEO admitted it himself: optical component capacity is sold out through early 2029, and they can’t meet 70% of demand for some products. AI data centers are scrambling for hardware, and traditional tech companies are reaping the rewards.
For crypto: AI-themed coins may get a short-term sentiment boost, but don’t get carried away—good news for hardware doesn’t mean good news for tokens. Retail investors, don’t chase the rally. If you’re holding, consider trimming on the rebound; if you’re on the sidelines, just watch. My take: AI is a long-term trend, but crypto trades on expectations. Don’t mistake someone else’s sold-out capacity for a safety net for your own holdings. Stay in the game and wait for real-world adoption.