bullish

Technology (Hardware/Semi): CSP3 & Meta Ramp up Spending to Stay at the AI Front Line

399 Views10 Nov 2023 19:47
Broker
Post 3Q earnings, investors have regained confidence in AI capital spending for the next few quarters. Amazon/Microsoft/Alphabet/Meta (“CSP3 & Meta”) all announced QoQ increases in their 3Q capex.
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  • Technology (Hardware/Semi): CSP3 & Meta Ramp up Spending to Stay at the AI Front Line
    10 Nov 2023
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