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fromTalkMarkets
6 hours ago

Meta Just Committed $600 Billion - And Wall Street Isn't Paying Attention (Yet)

Meta (Nasdaq: META) just unveiled one of the most ambitious investment plans in tech history - yet Wall Street seems more focused on TikTok trends than trillion dollar infrastructure. At a recent White House round table, Mark Zuckerberg revealed Meta is planning to spend at least $600 billion through 2028 on U.S. data centers, AI infrastructure, and next-gen platforms. That's not a typo - six hundred billion.
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fromInfoWorld
4 months ago

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.
This shift will reshape the CPU and GPU markets significantly.
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