Alphabet is navigating a complex landscape as it embarks on a $180 billion capital expenditure plan for artificial intelligence. Following a strong earnings report that beat analyst expectations, the company's stock initially fell nearly 2.3% before rallying. In contrast, Micron Technology's stock dropped 9.9% as market fears mount over Google's new AI memory-saving innovations potentially disrupting chip demand. Despite these challenges, Google Cloud is experiencing robust growth, with revenues surging by 63% year-over-year.
“币圈今天又被美股半导体板块带节奏了 早上起来一看，AI叙事又挨了一闷棍，谷歌一篇论文直接把市场吓尿，叠加地缘冲突多重利空，半导体全线跳水 - 美光科技（MU）收盘暴跌9.9%，盘后继续下探超2%”
“早上起来一看，AI叙事又挨了一闷棍，谷歌一篇论文直接把市场吓尿，叠加地缘冲突多重利空，半导体全线跳水... 连英伟达（NVDA）都没能幸免，日内回落2.4%”
“Chip stocks are down following Google's announcement of AI memory-saving technology. 📉 $INTC: -5.36%”
“And that's why Google is outperforming because of the fact that it has a really competitive cloud business that's coming up. People are very excited about its chip program.”
“Intel doesn't even have a product that's as good as the products that Amazon or Microsoft or Alphabet is producing for these markets. So Intel is well behind and still doesn't have a strategy complete.”
“Companies like Amazon, Microsoft, Alphabet, and Meta Platforms are scheduling hundreds of billions of dollars in capital expenditures and perhaps even trillions of dollars over these next several years.”
“While its growth rate is slower than that of Alphabet and Microsoft, which saw their cloud revenue increase by over 35%, closer to 40%.”
“Amazon, Google, Meta, and Microsoft together are on track to pull roughly 650 billion dollars into AI race.”
“But then you look at hyperscalers, you look at Microsoft, you look at everything that happened, Alphabet, Google. I mean, that's really been a massive turnaround story.”
“Google announced that they would sell their custom tensor processing units or TPUs to other data centers. According to Morgan Stanley, Google has a roadmap to ship a million TPUs to external customers by 2027, which would increase their cloud revenue by over 10% or close to $13 billion.”
“According to Morgan Stanley, Google has a roadmap to ship a million TPUs to external customers by 2027, which would increase their cloud revenue by over 10%.”
