---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38055470.md"
description: "The AI hardware market is like the journey of a DIY player: first, there was a GPU shortage $NVIDIA(NVDA.US) driving up prices, then the bottleneck was said to be cooling $Vertiv(VRT.US) and power $American Electric Power(AEP.US), and now even storage is insufficient $Sandisk(SNDK.US)$Micron Tech(MU.US). Finally, it's said that due to a surge in inference demand, CPUs are also in shortage $Intel(INTC.US)$AMD(AMD.US). A barrel full of short planks—only the chassis isn't in short supply, right?"
datetime: "2026-01-23T13:48:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38055470.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38055470.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38055470.md)
author: "[Fiin](https://longbridge.com/en/profiles/16692875.md)"
---

# The AI hardware market is like the journey of a DI…


### Related Stocks

- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [VRT.US](https://longbridge.com/en/quote/VRT.US.md)
- [AEP.US](https://longbridge.com/en/quote/AEP.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [INTC.US](https://longbridge.com/en/quote/INTC.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)

## Comments (6)

- **Momo. · 2026-04-17T02:16:38.000Z**: 👌 Buy a server room
- **牛牛哥哥 · 2026-02-13T15:24:43.000Z**: In the end, they're talking about electricity... rising every day.
- **圆润的小圆子 · 2026-01-23T17:12:22.000Z**: Hahahaha, learned from the A-share market
- **Erstwhile · 2026-01-23T13:54:22.000Z**: Conclusion: Too many people, good for...
  - **Fiin** (2026-01-23T14:27:44.000Z): Good news for Bi Yuntao
  - **乔西的虎与鱼** (2026-01-23T15:01:06.000Z): So talented in a day