Aug. 4 at 3:05 PM
$SMCI The AI infrastructure story keeps getting stronger.
ServiceNow (
$NOW) just reaffirmed a 10–15 year AI investment cycle driven by enterprise demand.
Palantir (
$PLTR) delivered another strong quarter fueled by accelerating AI adoption.
Qnity Electronics (
$Q) just posted a clean beat-and-raise: EPS beat, revenue beat, and higher full-year guidance.
Different companies. Different markets. Same message: AI spending remains robust across the ecosystem.
Meanwhile, SMCI has already reported over
$60B in quarterly orders, a record backlog, and improving margins. If customers across software, enterprise, and hardware are all increasing AI investments, the companies building the servers and AI infrastructure stand to benefit significantly.
The AI buildout isn’t slowing, it’s expanding. 🚀📈