Goldman Sachs: Capacitors may become the next bottleneck in the AI industry chain, and related concept stocks are expected to benefit On May 30th, according to ZeroHedge citing a Goldman Sachs research report, as AI infrastructure construction continues to advance, market attention is gradually shifting from GPUs, servers, and data centers to the power and supply sector. Goldman Sachs believes that capacitors are becoming a new key bottleneck in the AI industry chain, and demand is expected to experience explosive growth. Goldman Sachs pointed out that the power consumption of AI servers continues to rise, and the requirements for power management, energy storage, and power supply stability in high-performance computing clusters have significantly increased, driving the rapid growth of capacitor usage in AI servers, power modules, liquid cooling systems, and high-speed network equipment. The report suggests that after HBM's high bandwidth memory, capacitors are expected to become a new "shovel selling" track in the wave of AI infrastructure investment. As the scale of AI data centers continues to expand, related capacitor suppliers and industry chain enterprises may usher in significant performance growth opportunities. Analysts say that the investment logic of the AI industry chain has gradually spread from computing chips to data centers, power grids, power equipment, and key electronic components. The market is continuously exploring new beneficial links brought by the construction of AI infrastructure. [Original link]