Infographic: The Dominance of the Traditional US Tech "Seven Knights" Over the New US Tech "Seven Giants"

```htmlGolonghui June 4th｜As of June 3rd, 2026, the stock prices of veteran tech giants known as the "Seven Knights"—represented by Micron Technology, Dell Technologies, Intel, Lenovo Group, Nokia, Texas Instruments, and Cisco—have seen an average increase of 170.5% this year, far surpassing the 4.3% average growth of emerging tech "Seven Giants" such as Nvidia and Apple during the same period. The resurgence of the old technology "forces" signals a "new stage" in the evolution of AI industry logic. As AI infrastructure expands from simply “buying GPUs” to a phase of “buying all supporting equipment,” hardware manufacturers with mature manufacturing and delivery capabilities are becoming key “builders” in the physical world of AI. The “scarcity premium” of such assets is now being reassessed.```