The AI hardware play is heating up all over again. With GPT-6 Astra pushing reasoning capabilities forward and Anthropic recently hitting a major milestone in AI-assisted mathematical research, it's becoming increasingly clear that frontier model progress still depends heavily on massive compute infrastructure.
Nvidia traded just 1.5% shy of its all-time high, while memory names like SK hynix, Micron and SanDisk ripped higher. Optical stocks Lumentum and Coherent caught a solid bid too. NeoCloud players CoreWeave and IREN also posted strong gains, as demand for dedicated external GPU capacity remains strong alongside hyperscalers' own in-house builds. Even Bloom Energy popped on S&P 500 inclusion news, making the AI power theme another clear piece of this broader infrastructure trade.
The real question is whether this rotation into core AI infrastructure has staying power. If frontier models keep advancing and scaling, the upside stretches far beyond Nvidia — memory remains essential for increasingly compute-intensive workloads, optics connect expanding clusters, neoclouds provide additional capacity, and power is the backbone supporting it all. [More >>](https://www.moomoo.com/news/post/75874722?global_content=%7B"promote_content":"11067213","promote_id":20795,"promote_type":43,"sub_promote_id":1%7D)
Are you positioned for the next leg of the AI hardware rally?