AI Infrastructure Stocks on the Rise. Here's why the Substrate Story of the Trendy AT&S is Back in Focus!

The hunger for computing power reaches a new level. With the introduction of the Kimi K3 model by Moonshot, the interest is so enormous that user access must already be limited. More affordable models lead to more experimentation and broader adoption, fueling the demand for infrastructure. Alphabet is likely to at least confirm its high investments this week, aligning with the focus on its in-house Frozen Chip. Analysts from Citi and Morgan Stanley expect that the capex of hyperscalers will rise to $1.2-1.4 trillion in 2027 and 2028. AT&S...