Jul. 22 at 1:27 PM
What a session for memory, photonics, and AI infrastructure.
The rally extended across several key themes:
$DRAM.X – AI memory
$DISK – Global memory supply chain
$EUV – Lithography equipment
$LAZR – Photonics & optical networking
$RACK – Data center infrastructure
VOLT – Electrical grid & power
NASA – Space communications and satellite connectivity
The move highlights how the AI buildout is benefiting much more than just GPU manufacturers.
Memory, semiconductor equipment, optical networking, power infrastructure, and space communications are all becoming increasingly important pieces of the AI ecosystem.
If hyperscaler AI spending remains strong, these supporting industries could continue to benefit alongside the broader AI infrastructure buildout.
