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Analysts Question SemiAnalysis Report on AI Data Center Delays as Outdated

GateNews
AI Industry NewsStocks
According to BlockBeats, on June 10, independent research firm SemiAnalysis released a report claiming significant delays in two key AI data center technology pathways. The report was cited as a major factor behind a sharp selloff in AI-related stocks yesterday. Prominent analysts including Serenity and KawzInvests questioned the report as outdated and alarmist, emphasizing that industry supply chain companies continue to confirm acceleration timelines: Scale-Out CPO deployment ramping from the second half of 2026, with Scale-Up CPO launching in late 2027 and scaling through 2028. Analysts stressed that photonics market fundamentals remain intact, with long-term growth still driven by AI data center interconnect demand.
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