I think AI’s next major bottlenecks are increasingly shifting toward power and data transmission, rather than GPUs alone.
$Alphabet(GOOGL)$ locking in nuclear power and Verizon securing long-term fiber supply are good examples of how AI capex is expanding into the broader infrastructure chain.
From an investment perspective, I’m watching optical and power names like $Lumentum(LITE)$ , $COHERENT(COHR)$ , $Ciena(CIEN)$ , $Corning(GLW)$ , VRT and CEG. However, I wouldn’t chase them purely on the AI narrative, especially after the strong rerating in some names. Earnings growth and actual order growth will be much more important from here.
Personally, I lean toward power as the longer-term constraint, because new generation and grid capacity can take years to build. The key question for me is no longer just “who sells the GPUs?” but who gets paid when every additional GPU creates another infrastructure bottleneck?
@TigerStars @TigerClub @Tiger_comments
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments