AI demand clearly hasn’t disappeared—the bottleneck is shifting from GPUs to power, cooling, networking and data-center capacity. CoreWeave’s $104B+ backlog and Super Micro’s raised FY2027 guidance show customers are still spending aggressively.
That said, I wouldn’t chase the after-hours spike. CRWV has huge growth potential but also massive capital and financing risks, while SMCI’s improving margins make it particularly interesting.
My take: If CRWV and SMCI can hold their gains during regular trading, this could be the early stage of an AI infrastructure recovery rather than just a short-lived earnings bounce.
@Tiger_comments [暗中观察]
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