Serenity: AI Demand Remains Strong, AI Stocks to Continue Rising

BlockBeats News, September 4th, Serenity's article stated that despite a temporary market pullback, AI demand remains strong: NVIDIA's revenue growth is constrained by the supply chain by 70%, and without constraints, it could exceed 100%.

Serenity cited forecasts such as Bitmain AI revenue expected to grow from about $50 billion to $230 billion within two years, OpenAI Astra surpassing the AGI benchmark and achieving self-training, as well as reports of compute resource imbalance from Microsoft, Google, and Amazon, along with NVIDIA's projected $1.3 trillion expenditure in 2027. It pointed out the supply chain signals such as Samsung's 70% long-term capacity agreement until 2031, Powertech's advanced packaging capacity fully booked until 2030, and Winbond's allocations starting in 2029-2030, implying that AI stocks' fundamentals will drive continued growth.