The demand for training and reasoning in AI models continues to rise, and the storage of chips is moving towards a more stressful supply and demand situation. TechCrunch reports that this round of shortages has affected not only business procurement, but also that price increases have begun to be channelled to consumption, and that Apple CEO Cook has previously mentioned that price increases for products are inevitable.

Mizuki became one of the beneficiaries.

In this round of tightening supply and demand, U.S. chip-storage manufacturers have clearly benefited. The report mentions that this company was not seen as well by the market earlier, but that its stock price has significantly improved as the demand for AI has grown rapidly.

American Light is currently the largest computer storage chip manufacturer in the United States. It states that the market value of the company has risen to $1.2 trillion. In contrast, its share price at the beginning of 2024 was around $83, representing a market value of approximately $91 billion; the latest offer amounted to $1048.51.

The fourth financial season will continue to lead the way.

In addition to the performance of the stock price, Miso gave investors a more positive performance outlook. The company expects the fourth financial season to be in the range of $49 billion to $51 billion, indicating that management remains optimistic about follow-up needs.

This expected release is in the context of the continued expansion of AI infrastructure inputs. Storage and storage units are key elements for training large models and for running reasoning tasks, and the relevant manufacturers are therefore benefiting directly from the increase in orders and up-price.

Cooperation with Anthropic for supply

It was also mentioned that American Light had an agreement this week with AI Anthropic to supply the latter with storage chips and storage products. This means that Light has not only benefited from the overall needs of the industry, but has also moved further into the supply chain of the head AI laboratory.

In addition, Mizuo disclosed participation in the Anthropic H round of financing, but did not state the amount of the specific investment. For the market, this exercise shows that the cooperation between the chip manufacturer and AI Model is extending from a mere supply to a capital-level binding.