Jefferies: AI transceiver forecast now pushing to nearly 180 million units in CY27, including 90 million 800G and 80+ million 1.6T units. Growing to 245 million in CY28. Material production volume for Scale-Up CPO has likely pushed to CY29. $AAOI $LITE $COHR $MTSI $NVDA $AVGO

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1. #1

   Current InP substrate S/D gap now exceeds 70% $AXTI

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 15 小时前

   
2. #2

   Goldman Sachs: Since the start of 2026, consensus CY26-27 capex estimates for the 5 US-based hyperscalers have risen by 66% or a combined ~$750 billion. $GOOGL $AMZN $MSFT $META $…

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 16 小时前

   
3. #3

   UBS: CoreWeave's revenue is expected to increase to $84.8 billion by FY30 with an EBIT margin of 27%, up from ~$13 billion in FY26. $CRWV

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 17 小时前

   
4. #4

   Truist: We estimate AI cloud ARR could exceed $2.1 trillion by 2030E, up from $310 billion in 2025. $MSFT $GOOGL $META $ORCL $AMZN

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 18 小时前

   
5. #5

   Goldman Sachs: AI ROIC "The hyperscalers' current estimated Al revenues remain below the amount that would allow them to break even on their capex, but those revenues are growing…

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 19 小时前

   
6. #6

   BofA: we see 2027 HBM ASP growth likely to be "far below" 100%. $MU $DRAM $EWY

   P Equity Research 📰P Equity Research 📰 @pequityresearch · 1 天前

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