36 Articles 1 Followers
14 Oct 2026 3 minute read 0 comments Perfectionist25 $0.23
One of the most significant developments that has recently caught my attention regarding AI infrastructure is that the bottleneck is no longer limited to just GPUs and HBM. TrendForce’s AI server supply chain monitoring indicates that supply constrai...
12 Oct 2026 2 minute read 0 comments Perfectionist25 $0.47
J.P. Morgan’s latest assessment regarding HBM is highly significant for the AI memory narrative. Ahead of Micron’s earnings release, JPMorgan projects that the supply-demand imbalance will persist through 2028, even after accounting for the risk of...
6 Oct 2026 1 minute read 0 comments Perfectionist25 $0.60
Jefferies’ new forecasts illustrate the potential scale of growth in optical connectivity within AI infrastructure. Jefferies projects that the AI transceiver market will approach 180 million units by 2027. Of this total, approximately 90 million u...
23 Sep 2026 2 minute read 0 comments Perfectionist25 $0.15
It is said that if the AI race loses momentum, the market index as a whole will experience a decline. I won’t be repeating the same things everyone else parrots. You are likely hearing what I’m about to write for the first time. You still don't rea...
21 Sep 2026 3 minute read 1 comment Perfectionist25 $0.21
When discussing AI data centers and servers, there are two components that are tiny yet critically important to the system: GaN and SiC. I’ll explain what these power chips do and why companies are switching to GaN and SiC chips, even though Si (Sili...
17 Sep 2026 4 minute read 1 comment Perfectionist25 $0.22
A statement made by Clay Magouyrk during $ORCL’s latest earnings call directly addresses one of the most common misconceptions in the debate surrounding AI infrastructure: “All GPU capacity that came up for renewal in Q1 was either renewed or resold...
27 Aug 2026 2 minute read 0 comments Perfectionist25 $0.21
As the capital required to build the next generation of AI infrastructure surpasses the limitations of traditional Wall Street financing, Nvidia ($NVDA) is quietly assuming a new role: lender of last resort. According to a discussion on the "All-In"...
25 Aug 2026 3 minute read 0 comments Perfectionist25 $0.27
While everyone's attention in the world of artificial intelligence is focused on the new models being trained in massive data centers, the real battle is being waged much more quietly and subtly. This battle isn't about training, but about "inference...
22 Aug 2026 2 minute read 0 comments Perfectionist25 $0.58
Nvidia (NVDA) has taken an important step that could open the door to a new era in artificial intelligence investments. The company aims to create over $500 billion in financing capacity for artificial intelligence infrastructure by collaborating wit...
19 Aug 2026 3 minute read 0 comments Perfectionist25 $0.16
While memory and optics companies have been largely acting together on the theme of artificial intelligence infrastructure in recent months, the picture started to change in the last week. While optical stocks such as Applied Optoelectronics (AAOI),...
