Bloomberg Surveillance · Thursday, August 13, 2026
Ivan Fai of Tiger Technology discussed the 'ginormous backlog' for cloud companies and AI platforms, including hyperscalers like Microsoft, Google, and Amazon AWS. He stated that this demand necessitates continuous investment in capacity and speed for processors, memory, and storage, benefiting cloud service providers and memory manufacturers.
“The gurus that I talk to over a beverage always end up circling back to a ginormous backlog.”
“Discuss what that changes in a by rating out three or five years. When you've got that backlog, you just. Have huge visibility into demand and it goes pretty far out that the cloud companies, the AI platforms, the hyperstealers like Microsoft, Google and Amazon Aws just cannot meet the incredible demand and they have to keep investing so that they have the capacity and keep investing in the speed to handle more and greater inferences, which is requiring faster processors, more dynamic memory, and high speed storage.”
“So these all bode well for the cloud service provider, for the memory providers like Micron and sand Disc, and this is just the beginning of it.”