This is one of those charts I keep coming back to.
Everyone talks about AI chips, but not enough people are talking about what happens behind the scenes.
Operating income going from roughly $1B to nearly $160B in less than three years is absolutely insane if execution stays on track.
The crazy part?
AI isn't just filling existing compute capacity anymore. Every bigger GPU cluster and every new HBM deployment is creating even more demand. Better models, more AI agents, heavier workloads... it just keeps feeding itself.
That's why I still think the AI infrastructure story has plenty of room left.
I'm watching $Micron Technology(MU)$ closely here. Curious how everyone else is positioning for the next leg.
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