Ben Pouladian
@benitoz
AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016
가입 April 2009
1.3K 팔로잉 중 26.2K 팬
Some AI bubble.
Lumentum CEO in April: “basically sold out” through 2027.
Now: “almost sold out for 2029.”
Under-shipping demand by 30% on some products into 2028; ~70% on others in 2027.
Demand keeps outrunning the fabs.
Laser go pew pew. $LITE
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