CoreWeave and IREN both rose by around eight percentage points, with the elasticity of AI computing power leasing and data centers fully stretched this wave; Cerebras rose by two to three points, Seagate Technology rose by almost four points, with AI training chips and storage hardware moving together.
From computing power leasing, AI chips to data storage, the entire AI infrastructure chain was being bought that day. Pure computing power leasing companies like CoreWeave have greater elasticity, are also more sensitive to expectations of AI capital expenditure, and their volatility during pullbacks will similarly be more intense.
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