Post by SemiVision

AI is not merely a software story. At its core, it is a full-stack infrastructure transformation that begins with compute and extends all the way to memory, networking, storage, power delivery, cooling, packaging, optical interconnects, and system orchestration. In capital market terms, the AI token economy has already gone through two clear waves, and is now approaching a third phase that is easier to underestimate, but potentially even more consequential. This is what I call: the three great waves of the AI token economy. 🌀 The first wave was NVIDIA GPUs. 🌀The second wave was data center storage and optical modules. 🌀The third wave will no longer belong solely to accelerators. It is beginning to shift back toward the central processor, the CPU. https://lnkd.in/gd28eM5X