Paradis(@ParadisLabs):Hyperscaler capex will 2x in 2027 to ~$1.6 trillion (up from ~$800 billion this year) per recent reports. Demand for AI compute is incredible...even though stocks aren't reflecting it currently. However, given the widening supply-demand inbalance, bottlenecks like power, memory and optics will deepen. Ultimately meaning that companies like $BE, $MU, and $LITE will report astounding growth next year. Share prices are bound to follow upwards. Time will tell!

2026.09.01 17:38

Hyperscaler capex will 2x in 2027 to ~$1.6 trillion (up from ~$800 billion this year) per recent reports. Demand for AI compute is incredible...even though stocks aren't reflecting it currently. However, given the widening supply-demand inbalance, bottlenecks like power, memory and optics will deepen. Ultimately meaning that companies like $BE, $MU, and $LITE will report astounding growth next year. Share prices are bound to follow upwards. Time will tell!

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