Alphabet reiterated plans to spend about US$75 billion this year to build out data center capacity, as “the opportunity with AI is as big as it gets,” said CEO Sundar Pichai, at the Google Cloud Next 2025 conference. (Note: Addresses big market fear that DeepSeek-effect means far less spending on chips, data centers). $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $Taiwan Semiconductor(TSM.US) #AIservers #semiconductors #semiconductor
Source: Dan Nystedt
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
