---
title: "The Great AI Rotation: Cashing In on Data"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287096846.md"
description: "As AI data demands increase, memory fabricators are benefiting from a significant supply shortage, resulting in a historic pricing supercycle."
datetime: "2026-05-20T16:35:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287096846.md)
  - [en](https://longbridge.com/en/news/287096846.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287096846.md)
---

# The Great AI Rotation: Cashing In on Data

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