# Milk Road Pro

> Markdown twin of https://roboterminal.app/companies/milk-road-pro · https://roboterminal.app/companies/milk-road-pro.md

## On shared sources

- [Meta](https://roboterminal.app/companies/meta) (3)
- [Micron](https://roboterminal.app/companies/micron) (3)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (3)
- [Google](https://roboterminal.app/companies/google) (2)
- [Samsung](https://roboterminal.app/companies/samsung) (2)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (2)
- [Amazon](https://roboterminal.app/companies/amazon) (1)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Anthropic](https://roboterminal.app/companies/anthropic) (1)
- [Arm](https://roboterminal.app/companies/arm) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Microsoft](https://roboterminal.app/companies/microsoft) (1)
- [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (1)
- [Mizuho](https://roboterminal.app/companies/mizuho) (1)
- [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (1)
- [Nebius](https://roboterminal.app/companies/nebius) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [Unitree](https://roboterminal.app/companies/unitree) (1)
- [Vertiv](https://roboterminal.app/companies/vertiv) (1)

## Pulse

- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112244498059407763)
  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…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109674056731742459)
  $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 infrastructu…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108671601818636709)
  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 c…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336)
  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 d…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2102497126513332410)
  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…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2101699159049052291)
  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 effic…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2101374518891855939)
  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 b…
- [@MelvinInvests on X](https://x.com/MelvinInvests/status/2094409187724017974)
  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, i…

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Source: Roboterminal · https://roboterminal.app/companies/milk-road-pro.md