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03.07.26 - 08:30
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AI computing stock panic over Meta cloud rumour ′erroneous′, analysts say (SCMP)
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A panic over excess computing capacity for artificial intelligence was “erroneous”, according to a report by research firm SemiAnalysis, after a global sell-off erased billions of dollars in value from semiconductor stocks on Thursday.
Spooked investors interpreted a potential pivot by Meta Platforms into cloud services as a sign of an AI hardware glut, as they feared the US tech giant was preparing to flood the market with unused graphics processing units.
Shares of alternative cloud companies......
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03.07.26 - 05:06
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Meta′s reported cloud push fuels debate over AI chip demand (Digitimes)
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Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could signal either excess AI infrastructure spending or a broader push to monetize capacity, with implications for cloud AI demand, chip purchases, and the pace of industry investment worldwide....
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02.07.26 - 22:30
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UBS Sees Tech Sector Resilience Despite Meta (Bloomberg)
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Nadia Lovell of UBS discussed the recent volatility in tech stocks amid speculation about a strategic pivot by Meta. While some market participants worry that hyperscalers may have overbuilt cloud capacity without corresponding monetization, Lovell views the potential offloading of excess capacity as a constructive move that could improve capital efficiency and margins over time. She emphasized that demand for cloud services remains strong, citing robust cloud revenue growth among hyperscalers and increasing enterprise adoption rates in the U.S. Despite the recent sell-off in certain cloud-related stocks, Lovell believes capital expenditure plans for this year and next are largely set, with limited upside but no immediate slowdown. (Source: Bloomberg)...
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