Kevin Xu(@kevinxu):let’s talk about timelines for a sec: - memory companies are signing multi-year LTAs. - neoclouds are signing 15-year leases. - hyperscalers are building 41 GW through 2030. - Google literally issued a 100-year bond. the bottlenecks (GPU, CPU, memory, photonics, GaN/SiC, etc) will continue and imo only get worse. retail tends to get overly emotional over a few red days and decide the AI trade is over. Jensen will clear the air tonight and we can all go back to being normal. position:

Kevin Xu

@kevinxu

CEO @alpha_ai. Net worth $11,864,176.43. Trades in highlights. Subscribe for realtime alerts.

加入 August 2008

3.6K 正在關注 203K 粉絲

Kevin Xu@kevinxu

2026.08.26 19:08

let’s talk about timelines for a sec: - memory companies are signing multi-year LTAs. - neoclouds are signing 15-year leases. - hyperscalers are building 41 GW through 2030. - Google literally issued a 100-year bond. the bottlenecks (GPU, CPU, memory, photonics, GaN/SiC, etc) will continue and imo only get worse. retail tends to get overly emotional over a few red days and decide the AI trade is over. Jensen will clear the air tonight and we can all go back to being normal. position: