WS #15253
Demand for AI infrastructure continues to outpace expectations, with Micron reporting a massive 379% year-over-year revenue increase and CoreWeave successfully deploying Nvidia's latest Vera Rubin platform. These developments underscore the structural strength of the AI capex cycle, providing a bullish counter-narrative to the broader macro sell-off. Data center operators and semiconductor suppliers are seeing sustained order visibility, though investors are increasingly selective between pure-play enablers and broader tech names.
AI Infrastructure & Semis
Demand for AI infrastructure continues to outpace expectations, with Micron reporting a massive 379% year-over-year revenue increase and CoreWeave successfully deploying Nvidia's latest Vera Rubin platform. These developments underscore the structural strength of the AI capex cycle, providing a bullish counter-narrative to the broader macro sell-off. Data center operators and semiconductor suppliers are seeing sustained order visibility, though investors are increasingly selective between pure-play enablers and broader tech names.