DanielRomero

$NVDA next-generation Vera Rubin AI platform is expected to significantly increase the content value of the power, cooling, and optical communication supply chain
Compared with Blackwell, Vera Rubin’s power consumption doubles, while performance per watt improves 10x
This means AI racks will consume much more power, pushing power supply requirements higher and accelerating demand for 800V HVDC architectures
The main beneficiaries are:
Power supply chain
Delta Electronics ( and Lite-On ( are expected to benefit from higher-end power supply requirements as AI racks move toward higher voltage, hi

$NVDA Rubin is driving a major hardware content upgrade across the AI server supply chain, according to Morgan Stanley’s latest Taiwan supply-chain analysis
The biggest beneficiaries are:
1. PCBs
PCB content value is expected to rise 233% versus GB300
Morgan Stanley estimates Rubin PCB content at around $117,000 per rack, compared with roughly $35,000 for GB300
2. Passive components
Passive component content value is expected to rise 182%, mainly due to higher computing density, power density, and system complexity
For MLCCs specifically, Morgan Stanley estimates VR200 architecture content val

The top 10 best-selling CPUs on Amazon are all $AMD

$AMD next-gen Zen 7 “Grimlock” CPUs to use TSMC’s A14 1.4nm process and could launch around 2028
According to a report by Taiwan’s Commercial Times, AMD is rumored to have started preparing its supply chain for Zen 7, even though Zen 6 has not officially launched yet
The Zen 7 CCD is expected to use a new design, potentially with up to 16 cores per CCD and much larger 3D V-Cache, with claims of up to 224 MB of L3 cache on a single 3D V-Cache CCD
AMD is reportedly evaluating Powertech’s FOPLP, or fan-out panel-level packaging, which could help improve cost, scalability, and advanced packaging c

$MU CEO is saying the memory shortage is structural, not a normal cyclical squeeze
The key reason is that AI demand is absorbing massive memory capacity, mainly through HBM, which uses far more wafer capacity than standard DRAM
As memory makers shift production toward HBM, supply for DDR4, DDR5, automotive DRAM, smartphones, networking, and other segments becomes tighter
The other important point is that new meaningful supply will not ramp until around 2028, even with Micron investing heavily in Idaho, Virginia, and New York. That means the market could remain short through 2026 and 2027
Other

“The overall CPU market has seen significantly higher demand than any of us predicted a year ago,”
$AMD CEO Lisa Su said
“I would say the CPU market is tight.”
She said $AMD is ramping up capacity quickly and expects supply to increase every quarter this year, with significantly more supply planned for 2027 and beyond
Growth is being driven by AI inference and agentic AI, Su said
CPUs have taken center stage as companies and businesses move toward agentic AI, systems that perform autonomous functions, broadening demand beyond GPUs, which are mainly used to train large models
Su also met Chin

$NBIS originally assessed the possibility of using $BE, but rejected it due to its inability to operate without grid access
They wanted maximum flexibility, which Bergen Engines can provide, as AI workloads are not constant or stable
Management wanted baseload-ready capacity immediately, with the ability to ramp to peak load within hours. Bergen plus Piller stabilization could do that. Bloom, on its own, could not
Bergen would also be cheaper by around 40%. On 250 MW running 8,760 hours a year, that translates to roughly $131M more per year under Bloom
Over the 10-year contract, that means $1.

Dissecting the $NBIS and DataOne permit drama
This is the timeline:
-> Late 2025, Bergen wins the 400MW contract for Vineland. Gas engines are much more polluting and noisy than $BE fuel cells
-> Jan. 30, 2026, NJDEP issues deficiency notices and threatens to treat the parcel as a single emissions source. DataOne’s CEO hand-delivers a rebuttal letter the same day
-> Feb. 19, 2026, New Brunswick kills its own data center after protests. Every NJ project’s permitting risk gets repriced
-> May 14, 2026, Nebius signs a $2.6B Bloom deal. The press release says "eliminates the need for reciprocating

If $BE is worth almost $100B now, it really gets you thinking
What will the SMR leaders be worth in 10 years?
Could companies like $OKLO, $SMR, $RYCEY, and $BWXT be worth hundreds of billions at some point?
A single SMR will provide hundreds of MW of 24/7 power for decades, with very low fuel cost per MWh
Until fusion is solved, SMRs will absolutely mog fuel cells, especially for AI purposes
The TAM will be massive
Think about all the power demand AI could require in 10 years, and how convenient it would be for data center operators to place campuses in many more locations while mainly just wo

$HYLN is getting bid up as a new $BE-style trade
🚩 One red flag I found:
Their biggest validator is the VFG Holdings partnership for up to 250 KARNO Cores, or 50 MW, over five years, but that is a non-binding LOI
According to LinkedIn, VFG has a whopping 4 employees, 0 job posts, and was founded in 2025
VFG’s co-founder and CEO studied music in college and appears to have no direct experience in data centers or infrastructure
Yet the stock is suddenly getting bid up as investors search for the next $BE, while $FCEL is also shooting up, although with more reason
$HYLN’s history has been disast

Photonics stocks still have room to grow
Memory should do fine
Physical AI will be a major trend in 2027, but pick carefully
MLCCs exploding with Rubin tailwinds, Feynman will push the BOM even higher
CPUs bottlenecked, and we all know the biggest beneficiary
Glass substrates are coming strong and may be pioneered in Feynman

$AMD announced more than $10B in investments across Taiwan’s AI ecosystem.
The goal is to expand partnerships and scale advanced packaging manufacturing for next-generation AI infrastructure.
→ $AMD is working with ASE and SPIL on next-generation wafer-based 2.5D bridge interconnect technology, called EFB, Elevated Fanout Bridge.
→ $AMD also said it qualified the industry’s first 2.5D panel-based EFB interconnect with PTI.
→ The technology supports Venice, AMD’s 6th Gen EPYC CPU, and should improve interconnect bandwidth, power efficiency, and system economics.
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Full partner

$AMD’s EPYC Venice CPUs have entered volume production, becoming the first HPC CPU product to ramp on TSMC’s 2nm process
Key points:
→ Venice is AMD’s 6th Gen EPYC CPU, based on Zen 6
→ It is expected to offer over 70% better performance and efficiency than the previous generation
→ Thread density should improve by over 30%
→ The top configuration could reach 256 cores and 512 threads, compared with Turin’s 192-core maximum
→ $AMD also plans to ramp Venice at TSMC Arizona, improving supply diversification
→ AMD’s broader roadmap includes Verano, an AI-focused CPU variant designed for agentic A

MLCCs are becoming a mainstream investment theme
The problem is that the main plays are already expensive:
- > Taiyo Yuden: 34x earnings
- > Murata: 42x earnings
The biggest opportunity is now in materials
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This is how the MLCC cycle will likely play out
➡️ MLCC makers, Murata, TDK, SEMCO, Yageo and Taiyo Yuden, raise prices for AI customers. These prices have already exploded.
➡️ 0 to 3 months: MLCC maker earnings benefit immediately from the price increase.
➡️ 6 to 12 months: MLCC makers renegotiate input costs with materials suppliers. These suppliers are still cheap.
➡

$NVDA Jensen Huang made an interesting comment
He mentioned that "there's a whole list of others that are bringing compute online for Anthropic"
If we assume there are at least two more, and that they are using $NVDA hardware, then xAI is one
Who else, if not $IREN or $NBIS?

$AMD has started sampling MI450 GPUs to lead customers, and Helios rack production shipments remain on track for H2 2026
According to Lisa Su, demand for MI450 is now above AMD’s initial 2027 plans, with more customers engaging in large-scale deployments, including additional multi-gigawatt opportunities