---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42167205.md"
description: "Micron, NVIDIA, Intel, AMD, Broadcom, SanDiskEssentially, they have a symbiotic and co-prosperous relationship with the four major cloud providers (Meta, Microsoft, Google, Amazon) and OpenAI, Anthropic.The only reasonable path for the pricing of these hardware manufacturers mentioned above is that the four major cloud providers can recover costs and make a profit from future data center construction.Right now, the market is pricing in both the perpetual prosperity of hardware manufacturers and the inability of these cloud providers to recoup their investments 😅"
datetime: "2026-06-25T01:06:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42167205.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42167205.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42167205.md)
author: "[纳斯达克小作手进行录](https://longbridge.com/en/profiles/16370765.md)"
---

# Micron, NVIDIA, Intel, AMD, Broadcom, SanDiskEssen…


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