Infrastructure Instead of Hype: Why HPE, Oracle, TSMC, NVIDIA, and AMD are the Quiet Winners of the AI Boom!

The AI Boom is driving revenues for tech giants, while simultaneously exacerbating a massive storage shortage in DRAM and NAND – with drastic consequences for traditional server providers. At the same time, the war between the USA and Iran is straining supply chains and data center plans, even though US President Donald Trump suggests that a resolution may be on the horizon. In this environment, companies that benefit from AI infrastructure and are less directly dependent on expensive storage are coming into focus. Networking is one of the clear...