AI compute capacity squeeze panic! All 2029 capacity sold out—on the eve of a massive compute boom?

While Wall Street is still betting on rate-cut expectations, top capital has already bought up the “physical limits” of AI’s underlying infrastructure.

In the U.S. stock overnight session, semiconductor, optical communications, and memory stocks all rebounded, with $AAOI surging 5% and $LITE rising 3%.

Lumentum, a leader in optical communications, delivered a major statement: as tech giants scramble for AI data centers, its optical component capacity is completely sold out through early 2029! The shortfall will be as high as 70% next year, with a 30% gap still remaining in 2028. In April this year, its CEO had forecast a sellout in 2028—but reality is now far more extreme than the script.

In my view, the AI “arms race” has created a powerful compute overflow effect. Optical communications and memory are the blood vessels and ammunition of computing power. Traditional giants locking up capacity will inevitably subject decentralized computing and AI-themed tokens to the dual pressure of soaring hardware costs and surging demand.

Bull markets never lack stories; what they lack is a crushing advantage in underlying logic.

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