Which industries have benefited from AI infrastructure?

With the rapid development of artificial intelligence technology, global AI competition has gradually extended from simply competing for chip computing power to infrastructure fields such as storage, data transmission, and energy.

Among them, memory chip manufacturer Micron has benefited from the substantial increase in demand for high-bandwidth storage in AI servers, hitting new highs in performance and launching large-scale production expansion plans covering the United States, Japan, Singapore, Taiwan, India and other places. At the same time, the popularity of long-term supply agreements has alleviated the problem of cyclical fluctuations in the traditional storage industry, and also enhanced corporate profitability and market expectations. In addition to storage, data transmission has become an important bottleneck affecting AI computing efficiency. Astera Labs focuses on the research and development of interconnect chips and helps cloud computing manufacturers improve data transmission efficiency by supporting open standards such as PCIe and CXL. Its revenue has increased more than tenfold in the past three years, and it has obtained a long-term procurement contract from Amazon, making it an important beneficiary in the AI ​​industry chain.

In addition, as the power demand of AI data centers grows rapidly, the importance of electricity, especially nuclear energy, continues to increase. The concept of "computing power is income" has transformed electricity from a traditional cost to an important production factor in the AI ​​era. Companies such as Microsoft and Amazon have laid out long-term nuclear power cooperation.

Overall, AI is reshaping the value system of the infrastructure industry chain. Future industry winners include not only chip manufacturers, but also underlying infrastructure companies in storage, interconnection, energy, etc. that can improve computing efficiency and ensure stable operation.