"Supply can't meet demand" is the top priority for AI investment themes! Optical interconnect and storage chips are considered the "hottest technology trends".

European financial giant BNP Paribas released its latest research report this week, stating that as the construction of super-sized AI data centers is in full swing, there is an urgent need for optical interconnects and high-performance storage chips that are seriously in short supply. These two technology sectors are the most favored investment themes by this European institution, especially as leaders in the global technology sector prepare to release their official first quarter financial reports. Whether it is NVIDIA Corporation's AI GPU computing infrastructure cluster or Alphabet Inc. Class C TPU cluster (TPU representing the AI ASIC technology route), both rely heavily on the most advanced optical interconnect equipment and data center level high-performance storage chips. BNP Paribas stated that investment in companies focused on global AI data center optical interconnection/DCI/coherent optical communication/optical transmission, such as Arista Networks (ANET.US), Fabrinet (FN.US), and Ciena (CIEN.US), is highly recommended as the financial institution's most favored technology stocks closely related to AI computing infrastructure, especially as investors prioritize stocks in those long-term in high demand AI data center core hardware components. For example, in the field of optical interconnect technology, a sub-segment of AI investment themes, and another popular investment theme favored by BNP Paribas, are storage chips benefiting from the AI infrastructure construction frenzy. BNP Paribas also indicated that other preferred technology stock targets before the US stock reporting season includes Celestica (CLS.US), Seagate (STX.US), Broadcom Inc. (AVGO.US), Credo (CRDO.US), MACOM (MTSI.US), Coherent (COHR.US), and Marvell Technology, Inc. (MRVL.US) are all expected to benefit from the continuous demand related to AI. The institution has set a target price of up to $600 for Broadcom Inc. for the next 12 months, and as of the Wednesday stock market close, the stock price of this technology giant rose by over 4% to $396.720. In summary, BNP Paribas predicts that by 2028, the total target market size for large data center switches and optical transceivers will exceed $140 billion. The core players in the "Alphabet Inc. Class C TPU AI computing chain" and also essential providers for the "NVIDIA Corporation and AMD AI GPU computing chain" are Lumentum (LITE.US), a core optical/optical module component... The rest of the translation is too long, please let me know if you would like me to continue.