𝐈𝐟 𝐘𝐨𝐮’𝐫𝐞 𝐎𝐧𝐥𝐲 𝐖𝐚𝐭𝐜𝐡𝐢𝐧𝐠 𝐍𝐯𝐢𝐝𝐢𝐚, 𝐘𝐨𝐮’𝐫𝐞 𝐌𝐢𝐬𝐬𝐢𝐧𝐠 𝐇𝐚𝐥𝐟 𝐭𝐡𝐞 𝐀𝐈 𝐓𝐫𝐚𝐝𝐞
The AI boom is starting to look bigger than just Nvidia and the usual big tech names.
Lumentum, CoreWeave, and Super Micro just posted some of their strongest revenue growth yet, and that says a lot about actual demand for AI infrastructure, not just the headline chips.
Servers, cloud, optical connectivity… there’s clearly a lot happening beneath the surface that most people aren’t watching.
Keeping a closer eye on this side of the AI trade on BingX.
#BTC #AI #Macro Insights# #BTC Price Analysis# $BTC $ETH
The AI boom is starting to look bigger than just Nvidia and the usual big tech names.
Lumentum, CoreWeave, and Super Micro just posted some of their strongest revenue growth yet, and that says a lot about actual demand for AI infrastructure, not just the headline chips.
Servers, cloud, optical connectivity… there’s clearly a lot happening beneath the surface that most people aren’t watching.
Keeping a closer eye on this side of the AI trade on BingX.
#BTC #AI #Macro Insights# #BTC Price Analysis# $BTC $ETH