AI computing power short-squeeze shock! Capacity sold out across the board through 2029—is an explosive boom in computing power just around the corner?
While Wall Street is still betting on rate-cut expectations, top investors have already snapped up the “physical limits” of AI’s foundational infrastructure.
In overnight U.S. trading, semiconductor, optical communications, and memory stocks all rebounded. AAOI surged 5%, while LITE gained 3%.
Lumentum CEO, head of a leading optical communications company, made a major announcement: as tech giants scramble for AI data centers, the company’s optical component capacity is completely sold out through early 2029! The shortfall will reach as much as 70% next year, and 30% in 2028. Back in April, the CEO predicted capacity would be sold out by 2028. Reality has now far outpaced the script.
In my view, the AI “arms race” has created a powerful spillover effect in computing demand. Optical communications and memory are the veins and ammunition of computing power. With traditional industry giants locking up capacity, decentralized computing and AI-themed tokens are bound to face a double squeeze from soaring hardware costs and surging demand.
Bull markets never run short of stories; what’s scarce is a paradigm-shifting, fundamental catalyst.
Are you ready for this wealth-creation feast driven by spillover demand for computing power? Follow Ayán, and I’ll help you position precisely for the next major uptrend!
#比特币重复使用地址持有433万枚BTC #比特币跌破8.1万美元 #美参议员调查CantorFitzgerald与Tether关系 $BTC $ETH $ZEC
While Wall Street is still betting on rate-cut expectations, top investors have already snapped up the “physical limits” of AI’s foundational infrastructure.
In overnight U.S. trading, semiconductor, optical communications, and memory stocks all rebounded. AAOI surged 5%, while LITE gained 3%.
Lumentum CEO, head of a leading optical communications company, made a major announcement: as tech giants scramble for AI data centers, the company’s optical component capacity is completely sold out through early 2029! The shortfall will reach as much as 70% next year, and 30% in 2028. Back in April, the CEO predicted capacity would be sold out by 2028. Reality has now far outpaced the script.
In my view, the AI “arms race” has created a powerful spillover effect in computing demand. Optical communications and memory are the veins and ammunition of computing power. With traditional industry giants locking up capacity, decentralized computing and AI-themed tokens are bound to face a double squeeze from soaring hardware costs and surging demand.
Bull markets never run short of stories; what’s scarce is a paradigm-shifting, fundamental catalyst.
Are you ready for this wealth-creation feast driven by spillover demand for computing power? Follow Ayán, and I’ll help you position precisely for the next major uptrend!
#比特币重复使用地址持有433万枚BTC #比特币跌破8.1万美元 #美参议员调查CantorFitzgerald与Tether关系 $BTC $ETH $ZEC