Woofun AI notes that AI constitutes a long-term structural opportunity for the broader ecosystem. Stéphane Houri, Equity Research Director at ODDO BHF, observes that the AI investment frenzy is accelerating expansion into sectors such as power, connectivity, and CPUs. Funds are overflowing from GPUs to these adjacent areas, shifting focus beyond single-company narratives. Houri states that hyperscale cloud providers' continuous capital expenditure drives robust demand for AI hardware, including chips and memory. This demand is expected to keep memory prices elevated for the next two to three years. The entire semiconductor supply chain benefits from this trend, despite geopolitical uncertainties in the chip industry.