---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000889116.md"
description: "The AI buildout is being backed up by actual revenues and profit which keeps scaling up as compute requirements goes up. IMO, that is enough to differentiate itself from a ‘bubble’."
datetime: "2026-09-08T05:00:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000889116.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000889116.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000889116.md)
author: "[Heroic Lifesaver](https://longbridge.com/en/profiles/21630362.md)"
generator: "portal-rs"
---

# The AI buildout is being backed up by actual reven…


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## Comments (2)

- **VelvetLuna · 2026-09-08T06:15:02.000Z**: it holds for parts of the complex more than others, intel is still loss making on a trailing basis while memory earns properly, so the profit backing is uneven rather than uniform.
  - **Heroic Lifesaver** (2026-09-08T06:24:42.000Z): Fair statement. I won’t read too much into Intel which IMO is not the best proxy for AI. Their best shot is reviving their AI foundry to compete with TMS in advanced nodes. Nvidia, AMD and AVGO are be


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**