Strongest Subfields of AI Hardware in Q4
# Overseas CSP Manufacturers’ CAPEX Continues to Rise Month-on-Month + Annual CAPEX Revised Upward Last week, overseas CSP manufacturers released their latest financial reports, showing that Q3 overseas CAPEX has continued to rise month-on-month (up 66% year-on-year, up 9% month-on-month). Amazon has revised its annual CAPEX to $125 billion (previously $100 billion); META has revised … Read more