SK Hynix, along with Micron, indicates that memory bottlenecks will persist for at least two years, supporting the ongoing demand in the AI sector.
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The AI Boom Isn’t Slowing Down — Here’s the Proof
Sep 8, 2026
The creator argues that the AI boom, particularly in data centers and AI infrastructure, is not slowing down despite attempts to sway opinion. Evidence cited includes Nvidia's strong earnings and growth projections, memory bottlenecks lasting for years from SK Hynix and Micron, and record AI server orders from Dell, suggesting a sustained, one-way trend.
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Nvidia shattered revenue and earnings expectations, projecting 70% revenue growth next year, which is nearly double Wall Street's estimates, proving the AI infrastructure trade is not slowing down.
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NVDAbuy opened Sep 8, 2026
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