AI Infrastructure Supply Chain Enters Long-Term Expansion Phase

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Long-term investment in AI infrastructure is gaining momentum, with rising demand driving expansion in storage, advanced packaging, computing power financing, optical communication, and power supply. Serenity, known as the "White-Haired Stock God," says the AI supply chain remains in a high-growth phase. Rubicon Research forecasts Micron could achieve a 95% gross margin by 2027. SanDisk has secured at least two-thirds of its 2028 production through contracts totaling a minimum of $93 billion. CoreWeave has signed a deal to use NVIDIA A100s until 2029, supporting new cloud firms like Nebius. Anthropic’s 2028 revenue may reach $190–200 billion, yet bottlenecks in advanced packaging and semiconductor infrastructure persist. TSMC’s packaging head has warned of potential shortages in storage and ABF substrates. For those pursuing a long-term crypto strategy, the AI sector shows strong potential.

Odaily Planet Daily report: "White-Haired God of Stocks" Serenity posted an observation on the AI industry chain on X, noting that demand for AI infrastructure is driving multiple sectors—including storage, advanced packaging, compute financing, optical communications, power supply, and electronic components—into long-term expansion phases, with the AI supply chain still in a phase of rapid growth.

In the storage sector, Serenity cites UBS predictions that traditional DRAM manufacturers, such as Micron, could achieve an unprecedented gross margin of 95% by 2027, surpassing the gross margins of HBM products. Additionally, SanDisk’s long-term agreements already cover approximately two-thirds of its 2028 capacity, with a minimum contracted revenue of $93 billion, compared to its current market capitalization of about $239 billion—indicating that its future revenue targets may extend over many years, making it difficult to categorize simply as a traditional cyclical stock.

In terms of cloud infrastructure, CoreWeave has signed an agreement to use NVIDIA A100 GPUs through 2029, which benefits emerging cloud companies such as Nebius and Iren, and undermines part of investors' bearish logic regarding the rapid depreciation of older GPUs.

AI model companies continue to grow faster than expected, and leading AI labs are still maintaining extremely rapid growth rates; stagnation would be cause for concern. The market anticipates Anthropic’s 2028 revenue could reach $190 billion to $200 billion.

However, advanced packaging and semiconductor infrastructure remain critical bottlenecks; TSMC’s head of advanced packaging stated that over the next few years, the industry may face not only memory shortages but also tight supply of ABF substrates.

Serenity summarized that the AI infrastructure supply chain is continuously expanding, with long-term demand growth evident across all segments—including GPUs, storage, advanced packaging, power, optical communications, and electronic components—and the AI supply chain remains in a phase of rapid development.

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