đš $FET AND THE AI CHIP SUPER-CYCLE EXTENDING TO 2030 â THE DEMAND SHOCK IS REAL đ„
đ The AI infrastructure buildout isn't slowing downâit'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.
đ Hyperscalers will allocate 36% of their $1.14T capex to storage by 2027âthat'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.
đĄ 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. đ€ Which AI projects are positioned to capture this multi-year supply squeeze?
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #FET #AI #Crypto #TechCycle #SupplyShock
đ„ đŠ
đ The AI infrastructure buildout isn't slowing downâit'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.
đ Hyperscalers will allocate 36% of their $1.14T capex to storage by 2027âthat'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.
đĄ 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. đ€ Which AI projects are positioned to capture this multi-year supply squeeze?
â ïž Not financial advice. Always manage your risk. đĄïž
đ·ïž #FET #AI #Crypto #TechCycle #SupplyShock
đ„ đŠ