Crazy Numbers at AI Pipeline Q-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Crazy Numbers at AI Pipeline

Q2 AI server order volume: $60.9 billion, a record high.

End of period AI server backlog orders: $95 billion, record high.

Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$

Nearly 10,000 Micron Taiwan Workers Weigh Strike — Memory Risk Shifts From Price to Production?

Memory pulled back: Micron −2.64%, SanDisk −1.90%, SK Hynix −2.31%, 3x SOXL −6.10%, erasing the prior session's rebalance pop. The new variable is supply — a union of ~10,000 workers at Micron's Taiwan sites may strike over bonuses and profit-sharing, the first time this cycle the risk shifts from "will prices peak" to "can the lines run." CXMT also reportedly cracked next-gen AI memory, H1 revenue +874%, reviving share-war talk; Micron's multi-year fixed contracts are flagged as capping upside as spot rises. One-off disruption to buy, or a supply-side crack that rewrites memory valuation?

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Comments

mizzle
00:22
mizzle
Q2 order volume at 60.9B is wild, but that 95B backlog matters more. Revenue visibility for the next few quarters looks really solid

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