TrendForce’s recent analysis highlights a significant surge in AI-driven investments by global cloud service providers (CSPs), as demand for AI servers accelerates. Key players such as Google, AWS, Meta, and Microsoft are ramping up their capital expenditures, focusing on NVIDIA’s GPU solutions, data center expansion, and custom AI ASIC design. This investment shift, projected to climb from $420 billion in 2025 to over $520 billion in 2026, emphasizes a strategic prioritization of infrastructure over short-term gains. As companies innovate with rack-scale solutions and custom AI chips, the landscape of AI cloud computing is set for transformative growth, fostering enhanced competitiveness and market positioning.
In other market news, D-Wave Quantum was trading firmly up 23% and finishing the session at $40.62, not far from its 52-week high. In the meantime, Kingdee International Software Group softened, down 8.5% to close at HK$15.21.
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Alphabet closed at $244.15 up 3.2%, not far from its 52-week high.
Apple ended the day at $247.66 up 1%, near its 52-week high.
Adobe ended the day at $339.32 up 0.5%, close to the 52-week low.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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