Spending from hyperscalers like $Alphabet(GOOGL)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , and Meta is still surging, fueling AI data center expansion. Capacity concerns at TSMC appear contained, supporting near-term visibility.
Competition from $Advanced Micro Devices(AMD)$ and in-house chips remains a risk, while China revenue is still limited. But for now, the numbers show no real sign of an AI slowdown — just high expectations being digested. The broader AI infrastructure cycle still looks firmly intact.
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- qwertd·02-26 17:49TOPNVDA still flying high! AI demand unstoppable lah. [强]1Report