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Another major shortage is starting to develop across the AI supply chain. We're talking about multilayer ceramic capacitors, or MLCCs, which are tiny components used in everything from AI servers and GPUs to smartphones, networking…

The memory supercycle is about to get A LOT bigger, Every single new wave of AI is creating an entirely NEW layer of demand for memory, and we're still in the EARLY stages of this cycle. HBM capacity per GPU has already increased 3.6X from…

This is absolutely INSANE and another example of just how EXTREME demand for AI compute has become. According to Reuters, China's three largest technology companies, ByteDance, $BABA, and Tencent, have reportedly placed more than $35B in…

We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and $1.81 TRILLION in 2028 when operating…

$NVDA just made some HUGE announcements about the future of AI infrastructure. At the Open Compute Project Summit, NVIDIA announced plans to open up more of its next generation Vera Rubin infrastructure designs while expanding its…

This is EXACTLY why I remain so bullish on the broader AI infrastructure buildout. Look at what is happening with GPU rental prices compared to AI token prices. Since July, the cost of AI tokens has collapsed, yet H100 GPU rental prices…

AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could drive nearly half of all server CPU…

Texas just exposed the real AI bottleneck and it will make already powered data centers dramatically more valuable. ERCOT’s large load queue exploded from 63 GW to 474 GW in only 18 months, more than five times Texas’ record peak demand…

China is about to unleash a 60x AI demand shock and it could create an entirely new group of stock market winners. JP Morgan expects China’s inference-token consumption to grow roughly 60-fold between 2026 and 2030. The chart shows demand…

Unitree have just attacked one of humanoid robotics’ biggest bottlenecks for only $6,500. The company released the Dex5-S, a human sized robotic hand with 22 degrees of freedom, meaning it can control each finger with movements much closer…

This is one of the important chart in the entire memory market (Save this). For two decades, DRAM prices followed the red dotted line, a steady, relentless decline driven by Moore's Law and more efficient manufacturing. That red dotted…

America has a huge power problem and it is only going to continue getting worse (Save this). TrendForce expects global data center power demand capacity to increase from 100.5 GW in 2024 to 211.1 GW by 2027. That means the industry could…

AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assistant, search engine and AI agent will…

Robotics forecasts exploded because multiple technologies are all converging at the same time (Save this). Goldman Sachs raised its 2035 humanoid shipment forecast from 1.38 million units to 6.48 million, a 4.7x revision. Average unit…

Token usage is exploding and the amount of compute needed to keep up is getting ridiculous (Save this). The Evercore ISI chart shows annual token usage rising from almost nothing in 2024 to roughly 4,000 quadrillion tokens per year by…

We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular business functions, while another 25.9%…

IREN is going significantly higher if it successfully converts its power and data centers into AI infrastructure. The central thesis is that IREN is increasing both the amount of AI capacity it operates and the revenue it earns from each…

This is your friendly reminder to buy more Nvidia because China’s best AI chips are still struggling to match Nvidia’s technology from several years ago (Save this). The chart compares computing performance and interconnect bandwidth…

AI demand is just getting started,and we need more compute than ever before. The chart tracks the share of US businesses paying for subscriptions to AI models, platforms, and tools, based on business spend data from the Ramp AI Index. And…

The next memory supercycle is hiding inside humanoid robots (Save this). This chart estimates that each humanoid robot could contain $600–$800 or more in memory related and semiconductor components, including DRAM, HBM, NAND flash,…

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Skip to main content Invest With Conviction. Not Guesswork.\\ \\ Go PRO for $1 Sign In Go PRO for $1 Sign in button Go PRO for $1 S&P 500 7,676.21 0.59% Nasdaq 26,223.71 0.47% Bitcoin\\ \\ $77,159.10\\ \\ 0.87% Ethereum\\ \\ $2,390.08\\ \\…