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0:26LONG
“Now you have AI calling itself, right? Which changes the magnitude of, AI compute demand probably by 100-fold or potentially more.”
@Forward Guidance · Steve Hou
Agentic AI raises compute demand 100-fold, so the picks-and-shovels data center supply chain keeps booming
SMHLONG@ $501.26
$531.25+5.98%
since call Apr 29
peak +21.1%
“Korean economy and Taiwanese economies are absolutely on fire because they're just exporting so much chips and microchips and memory.”
@Forward Guidance · Steve Hou
Korean and Taiwanese economies are on fire from chip exports driven by AI demand
EWTLONG@ $89.17
$96.70+8.44%
since call Apr 29
peak +17.5%
36:58SHORT
“the AI buildup … has all sorts of electricity shortages”
@Forward Guidance · Steve Hou
AI capex demand drives up hardware, electricity and grid prices, so AI is inflationary not deflationary
TLTSHORT@ $86.96
$81.45+6.34%
since call Apr 29
peak +6.3%
“we have a massive shortage of electricians. And now we're building out these data centers … There's gonna be some knowledge training and so on and so forth…”
@Forward Guidance · Steve Hou
Skilled-trades labor is the binding constraint on AI data center buildout, handing pricing power to the MEP contractors who own that scarce workforce.
FIXLONG@ $1,710.44
$1,742.58+1.88%
since call Apr 29
peak +8.1%
TIMESTAMPS
0:26
12:19
36:58
49:08