$Sandisk(SNDK.US)The growth of cloud services directly drives the core hardware sectors including servers/AI servers, storage devices, network communication, and data center infrastructure. US-listed companies benefiting from this trend are mainly leading players and core suppliers in these sectors.
US-listed Beneficiary Companies (Core Targets)
• NVIDIA (NVDA): Leader in AI-accelerated GPUs. The Blackwell platform boosts demand for HBM and servers, with deep integration with cloud providers.
• AMD (AMD): EPYC CPUs and Instinct GPUs accelerate penetration into cloud data centers, with AI computing demand driving high revenue growth.
• Seagate (STX)/Western Digital (WDC): Benefit from cloud providers' nearline storage expansion, with surging demand for high-capacity HDDs.
• Broadcom (AVGO): Tomahawk6 switch chips and custom AI ASICs support AI server and network upgrades.
• Dell Technologies (DELL): Leading server OEM, a core supplier for cloud providers and enterprise data center expansion.
• Micron (MU): Key supplier of HBM and DRAM, a major beneficiary of AI server and storage upgrades.
• Lumentum (LITE): Leader in 800G/1.6T optical modules, with order growth driven by high-speed interconnect demand in cloud data centers.
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