Following better-than-anticipated performance and the next quarter ' s guidance, the equity price went up significantly, and the AI storage chip plate strengthened. According to external sources, this round of AI trading is again warming and may continue to attract venture capital to the technology unit and divert the encryption market.
The light is higher than expected.
The report mentions that not only did America's lights outperform Wall Street's expectations during the season, but that revenue guidelines for the fourth financial season were also outpaced by market projections. The company expected a fourth financial season of approximately $5 billion, with the market forecast of about $4.32 billion.
This guidance reinforces investors ' judgement of the need for AI hardware. High-bandwidth memory (HBM) is seen as an important base component for training and running large models, and demand continues to be strong and is becoming an important factor supporting the chip plate valuation.
AI storage shortage or extension beyond 2027
Chief Executive Officer Sanjay Mehrotra stated that no clear point of time for rebalancing supply and demand was available. According to the company ' s judgement, the storage supply stress of AI will not be eased soon, and the shortfall may continue beyond 2027.
As a result of this statement, the market was further emboldened by the continuation of the AI infrastructure and the boost in stock prices of companies such as Sandisk and SK Hercules.
Bitcoin bounced back unaltered financial diversion pressure
At the same time, it was mentioned that Bitcoin had re-established its position after the United States stock had been closed, but the strong rebound of the AI plate could reduce the attractiveness of encrypted assets to venture capital.
According to the article, since this year AI transactions have continued to dominate part of the growth-oriented funding allocation, while bitcoin prices remain significantly below their previous highs. In this context, the encryption market may still face pressure for liquidity to be diverted in the short term if the S & T unit continues to be supported by performance.