Aug. 18 at 6:48 PM
😂 A “data center story”? AI IS the data-center story.
Every AI model, agent, robot, autonomous system and consumer AI product needs compute somewhere. GPUs don’t float in the cloud by magic, they require servers, racks, networking, power and increasingly advanced cooling.
That’s why companies are spending tens of billions building AI infrastructure.
And
$SMCI just reported:
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$11.1B quarterly revenue
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$60B+ new orders
🔥 Record backlog
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$65B–
$72B FY27 revenue guidance
Will technology evolve? Absolutely. But if AI compute demand keeps exploding, somebody has to build the infrastructure underneath it.
You’re betting the picks-and-shovels won’t matter during the gold rush.
I’ll happily take the other side of that trade. 🐂🔥
$NVDA $CRWV $DELL $HPE