Another $40 billion poured into the “AI infrastructure” bubble…
Musk says this $SPCX financing will mainly be used to purchase $NVDA GPUs in the first half of 2027. Indirectly, it will also boost demand for supporting components such as memory and networking.
UDN also mentioned VPEC today: indium phosphide (InP) substrates are in “severe shortage,” with suppliers including $AXTI .
- Morgan Stanley believes InP substrates, EMLs, and CW lasers will be the main bottlenecks
- VPEC stressed that whoever can secure more raw materials will have greater pricing power and influence
From upstream epitaxial wafers and substrates to end-stage computing power, that’s indeed how procurement works across the supply chain.
The world’s biggest companies are now vying for control of AI infrastructure. Volatility is high—but I don’t think a significant slowdown is likely.
$NVDA
Musk says this $SPCX financing will mainly be used to purchase $NVDA GPUs in the first half of 2027. Indirectly, it will also boost demand for supporting components such as memory and networking.
UDN also mentioned VPEC today: indium phosphide (InP) substrates are in “severe shortage,” with suppliers including $AXTI .
- Morgan Stanley believes InP substrates, EMLs, and CW lasers will be the main bottlenecks
- VPEC stressed that whoever can secure more raw materials will have greater pricing power and influence
From upstream epitaxial wafers and substrates to end-stage computing power, that’s indeed how procurement works across the supply chain.
The world’s biggest companies are now vying for control of AI infrastructure. Volatility is high—but I don’t think a significant slowdown is likely.
$NVDA
