$Taiwan Semiconductor Manufacturing(TSM)$ Earnings are out and it's a massive beat. That means their customers, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , are still spending. So it looks like AI spending hasn't slowed down.
$Taiwan Semiconductor Manufacturing(TSM)$ Earnings are out and it's a massive beat. That means their customers, $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , are still spending. So it looks like AI spending hasn't slowed down.
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