WS #16036
The AI hardware supply chain remains robust, highlighted by Sangrix securing 128 NVIDIA Blackwell B300 GPUs for late 2026 delivery, signaling sustained enterprise demand. However, this strength is not universal across the sector; Broadcom (AVGO) is seeing significant bearish options activity, and broader market commentary suggests a rotation out of non-AI tech names. This divergence indicates that capital is concentrating heavily in the core AI infrastructure layer while avoiding peripheral semiconductor exposure.
AI Infrastructure Demand vs. Chip Selloff
The AI hardware supply chain remains robust, highlighted by Sangrix securing 128 NVIDIA Blackwell B300 GPUs for late 2026 delivery, signaling sustained enterprise demand. However, this strength is not universal across the sector; Broadcom (AVGO) is seeing significant bearish options activity, and broader market commentary suggests a rotation out of non-AI tech names. This divergence indicates that capital is concentrating heavily in the core AI infrastructure layer while avoiding peripheral semiconductor exposure.