BlockBeats News, June 2nd. Over the weekend until today, several investment banks released AI infrastructure research reports, breaking down AI computing power expansion into a "second-order bottleneck," with Storage/Memory> SSD Controller> Data Center Power/Liquid Cooling> GPU/Cloud Platform> MLCC> AI Security. AI data centers have extended their reach from GPUs to backend storage, power supply, and cooling, with the supply-demand imbalance driving institutions to significantly raise their target prices and ratings for related assets. This aligns closely with the trillion-dollar market cap achievements of memory giants last week (MU, SK Hynix) and the strong performance of tech stocks in after-hours trading. Below are the highlights of the institutional research reports:

SNDK (SanDisk): Susquehanna, GF Securities rated as Positive/Buy with target prices as high as $3,250 and $1,277, respectively. The reason is the severe imbalance in NAND and enterprise SSD supply and demand, with continuous upward revisions in storage demand from cloud providers for AI.

MU (Micron): Raymond James, in its latest update on June 1st, raised the target price significantly from $530 to $1,100, maintaining an Outperform rating; Seeking Alpha article also bullish. Strong AI memory demand, HBM/DRAM price hikes + capacity expansion. MU has approached the $1,000 mark and surpassed a trillion-dollar market cap, in complete alignment with the research report's logic.

SIMO (Silicon Motion): BofA maintains a Buy rating, raising the target price from $320 to $450. Enterprise SSD sales exceeding expectations, with AI storage capital expenditures driving NAND controller demand.

NVDA (Nvidia): Goldman Sachs and multiple Seeking Alpha reports maintain a Buy rating, with a target price of $285, optimistic about Vera Rubin, CPU, network, and software full-stack AI platform.

AMZN (Amazon): Truist Buy, raising the target price from $310 to $320, with AWS+Anthropic/OpenAI workloads and Trainium3/4 accelerators gaining traction.

VST (Vistra): Jefferies/Morgan Stanley Buy, bullish on electricity demand, with a target price around $212.

ECL (Ecolab): UBS/BofA Buy, target price $325-$345, liquid cooling, water treatment demand surging due to increased computing power density.