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Suppliers Lumentum and SanDisk, and competitor IREN, rallied on sustained AI infrastructure demand totaling $27B.
Supply chain component makers and regional competitors experience margin expansion from AI buildout scale.
Trade pressSlicast · March 18, 2026 23:00 · Global · Source: finance.yahoo.com
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Image / Slicast · Source: finance.yahoo.com
Suppliers Lumentum and SanDisk, and competitor IREN, rallied on sustained AI infrastructure demand totaling $27B.
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