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AI Infrastructure

Nvidia Chip Demand Supply and Demand Capital Expenditures Alibaba Group 2025 Outlook Investment Deals Optical Products Hyperscaler Requirements Data Centers Hyperscalers Hybrid Systems Chipmakers Cloud Services Vera CPUs Investor Enthusiasm Broadcom Demand Growth Global Expansion Investment Opportunities

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

A rapid early‑year rally has met profit taking and market rotation while the company raises capital to expand production capacity.

Micron Lifted as Analysts See Q2 Memory Price Surge on AI Shortage

WhiteFiber Lands 10-Year, 40-MW AI Colocation Deal With Nscale Worth About $865 Million