$Microsoft(MSFT.US), $Alphabet(GOOGL.US), and $Amazon(AMZN.US) — these three cloud giants' capex have all reached $200 billion. The primary market valuations of the two unlisted companies, OpenAI and Anthropic, are already very close to one trillion dollars. As long as AI continues to develop at a high speed, any pullback caused by concerns about demand, macro policies, or geopolitics is a good opportunity for rebalancing and enhancing returns.
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