AI主题财报亮眼：Coreweave、Supermicro

Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE.

Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3.

Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others)

Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders...

AI DC buildout read through is just enormous.

Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter.

Photonics players just keeps printing.

TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.