The US stock market has fallen sharply in the second half, mainly due to chip stocks and AI data center stocks. Meanwhile, the four major CSP providers have actually risen.
The main reason is that META announced it would develop a new business using excessive AI computing capacity. As a result, investors believe META could boost revenue and it surged higher. By contrast, other chipmakers were viewed as whether demand is no longer as strong, leading to a broadly downward trend.
The main reason is that META announced it would develop a new business using excessive AI computing capacity. As a result, investors believe META could boost revenue and it surged higher. By contrast, other chipmakers were viewed as whether demand is no longer as strong, leading to a broadly downward trend.