According to BlockBeats, on November 9, amid this week's AI sector selloff, multiple tech executives emphasized that underlying demand remains strong. Lumentum CEO cited a major mismatch between customer orders and market performance; AMD CEO stressed the industry is in the very early stages of AI adoption with demand far exceeding supply; Arm CEO warned that if the U.S. delays data center construction, other nations stand ready to lead; Qualcomm CEO pinpointed the bottleneck as constrained supply across wafers, substrates, and assembly, not demand.

Serenity noted that even politicians who campaigned against data centers have adopted cooperative stances post-election, though new data center development faces growing challenges. The analysis distinguished between "demand destruction" and "demand delays caused by slower construction," concluding there is no evidence of large-scale AI demand deterioration despite the intense selloff.

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