Serenity: AI Demand Remains Strong; AI Stocks to Continue Rising

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On September 4, Serenity highlighted that AI demand remains robust despite market corrections. NVIDIA’s revenue growth is capped at 70% due to supply chain constraints. On-chain data suggests Broadcom’s AI revenue could surge from $50 billion to $230 billion within two years. OpenAI’s Astra has passed AGI benchmarks and achieved self-training. Microsoft, Google, and Amazon are experiencing computing imbalances. NVIDIA may spend up to $1.3 trillion by 2027. Samsung, Powertech, and Winbond have secured long-term capacity agreements, supporting key altcoins to watch in the AI sector.

Huo Xing Cai Jing reports that on September 4, Serenity stated that despite temporary market corrections, demand for AI remains strong: NVIDIA’s revenue growth has been constrained by supply chain limitations by 70%, and without these constraints, it could have exceeded 100%. Serenity cited Broadcom’s AI revenue projected to rise from approximately $50 billion to $230 billion within two years, OpenAI’s Astra surpassing the AGI benchmark and engaging in self-training, and reports from Microsoft, Google, and Amazon on computing resource imbalances, alongside NVIDIA’s forecasted $1.3 trillion expenditure by 2027. She highlighted supply chain signals such as Samsung securing long-term agreements for 70% of its capacity until 2031, Powertech’s advanced packaging capacity fully booked until 2030, and Winbond beginning allocations for 2029–2030, suggesting that AI stocks’ fundamentals will drive sustained upward momentum.

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