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🔬 Google's massive capex increase signals accelerating AI infrastructure spend, benefiting AI supply chain companies
high convictionFirst mentioned Dec 1, 2025
Google's massive capex increase signals accelerating AI infrastructure spend, benefiting AI supply chain companies.
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$155.27
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entry Dec 1, 2025
Thesis Lifecycle
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openedDec 1, 2025
Google's TPU v7 Ironwood supply chain analysis highlights key beneficiaries, with Lumentum as primary beneficiary due to OCS optical switching. Initiating a position in LITE on expected scaling of TPU v7 clusters.
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updatedFeb 4, 2026
Google's massive capex increase signals accelerating AI infrastructure spend, benefiting AI supply chain companies.
source ↗💤
dormantMay 29, 2026
No qualifying thesis event for 45+ days.