---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42641704.md"
description: "$XL2CSOPHYNIX(07709.HK) AI has already led to a surplus in computing power. Major tech giants have transitioned their own capex to lease out redundant computing capacity externally. Do you still think there will always be a shortage of storage? It's just a cyclical stock."
datetime: "2026-07-14T04:04:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42641704.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42641704.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42641704.md)
author: "[弱者道之用](https://longbridge.com/en/profiles/11367032.md)"
generator: "portal-rs"
---

# $XL2CSOPHYNIX(07709.HK) AI has already led to a su…


### Related Stocks

- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)

## Comments (2)

- **帕累托消失了 · 2026-07-14T04:13:27.000Z · 👍 2**: I work on LLMs. All I can say is, there's absolutely no oversupply; computing power remains the bottleneck.
  - **地山谦！** (2026-07-14T04:35:25.000Z): I also play with various large models every day and subscribe to different ones. It's far, far, far from being oversaturated. Token consumption and spending are growing at a rate. It's just that the l


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