我就是愛拍照 wrote:
記得我以前也是有不少TQQQ...(恕刪)
tcwu wrote:
回程再買個清粥小菜的菜圃蛋跟小小卷我的天竟然要80
便當店炸雞排45
天母SOGO的中島水產..這個不錯但吃下肚的飯太多
馬上要回美國
台灣小吃也吃膩
tcwu wrote:
回頭翻文
看到的
7/29/2025 AMD股價在$177
Microsoft
FY 2025 capex: The company projects spending approximately $80 billion for fiscal year 2025, primarily on cloud and AI infrastructure.
Amazon (AWS)
2025 capex: The company is forecasting $105 billion in capex for 2025, with "the vast majority" allocated to AWS AI infrastructure.
Meta
2025 capex: Meta plans to spend between $60 billion and $65 billion in 2025 to expand its AI infrastructure and data center footprint.
Oracle
FY 2025 capex: For fiscal year 2025, the company's capex increased significantly to $21.215 billion, primarily to service AI workload demand.
TAIPEI, Taiwan, Oct. 13, 2025 (GLOBE NEWSWIRE) -- TrendForce’s latest investigations reveal that the rapid expansion of AI server demand is propelling global cloud service providers (CSPs), such as Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu, to boost investments in NVIDIA’s rack-scale GPU solutions, data center expansion, and in-house AI ASIC design. Total CapEx from the eight major CSPs is expected to surpass US$420 billion in 2025, roughly equivalent to their combined spending in 2023 and 2024, marking a 61% YoY increase.
TrendForce predicts that as rack-scale solutions like GB/VR systems grow in 2026, the total CapEx of the eight CSPs will hit a new peak, surpassing US$520 billion with a 24% year-over-year rise. Additionally, investment priorities are moving from revenue-generating assets to short-lived infrastructure such as servers and GPUs, indicating a strategic emphasis on boosting long-term competitiveness and market share rather than immediate profits.
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