Big Tech Is Spending Big on AI
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Can Apple AI Rally Company Stock?
In October, the stock prices of the three technology giants fluctuated more than bitcoin.
According to Forbes, the data shows that the volatility of some major technology stocks has exceeded bitcoin, with Tesla's stocks topping the list with a 24% price fluctuation, followed by AMD at 16% and nvidia at 12%, all exceeding the 11% range of bitcoin's volatility.
Investing 200 billion this year and planning to increase investment next year! The third quarter report reveals the big bets made by the four giants in Silicon Valley on AI.
Microsoft, Meta, Google, and Amazon are expected to reach a record-breaking total capital expenditure of over $200 billion this year, with executives warning of even higher spending next year. They are all trying to convince Wall Street that these massive investments will make their future business more profitable than their current business of selling digital ads, commodities, and software.
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Apple, Microsoft Need To Do More Than Just Beating Wall Street Estimates, Says Analyst: 'AI Enthusiasm And Potential Is Not Enough"
Is AI infrastructure already a consensus in Silicon Valley? Giants are still running blindly, but investors are no longer buying it.
①Tesla, Google, Microsoft, Meta, Apple, and Amazon are all showing a common trend - pouring money into AI, then pouring more money. ②"Every year Microsoft over-invests, it will drag down the profit margin for the next six years by a full percentage point," said Gil Luria, head of technology research at Davidson Trust. ③Investments in AI need to see returns, see widespread technological applications, and need time.
Viewpoint | The decline in technology stocks in the usa brings buying opportunities.
Recently, the technology sector has shown weakness, but it has not encountered any major troubles.