Is AI spending peaking? Not in its suppliers’ latest numbers.<\/p>\n\n\n\n
Of eight big AI suppliers, from chips to cooling, five are growing faster than a year ago: Nvidia<\/a>, Broadcom<\/a>, Micron<\/a>, Arista<\/a> and Vertiv<\/a>. TSMC<\/a> held steady at 41% growth; Marvell<\/a> and Amphenol<\/a> slowed. All eight expect higher sales next quarter.<\/p>\n\n\n\n Memory is short<\/a>. A year ago, Micron had almost no long-term orders; now customers have committed to buy about $134B over up to five years, with $13B in deposits. Micron keeps 87 cents of each sales dollar<\/a> after production costs, up from 45; Nvidia keeps 75<\/a>.<\/p>\n\n\n\n Strategist<\/strong><\/em> is built to put an independent strategy beside management’s, so you can see if a plan is built for a peak or a shortage.<\/p>\n\n\n\n Which layer runs short next? strategist.intelligenxe.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":" Is AI spending peaking? Not in its suppliers’ latest numbers. Of eight big AI suppliers, from chips to cooling, five are growing faster than a year ago: Nvidia, Broadcom, Micron, Arista and Vertiv. TSMC held steady at 41% growth; Marvell … Continued<\/a><\/p>\n","protected":false},"author":1,"featured_media":1256,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"kt_blocks_editor_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1255","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1255"}],"version-history":[{"count":1,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1255\/revisions"}],"predecessor-version":[{"id":1257,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/posts\/1255\/revisions\/1257"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=\/wp\/v2\/media\/1256"}],"wp:attachment":[{"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/intelligenxe.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}