The plan of the alphabet of increasing AI spending is good news for chip manufacturers. NVIDIA, Broadcom, and other chip stocks climbed on Wednesday. AI.
Planning to continue to expend ALPHABET artificial intelligence, support chip stocks on Wednesday.
ALPHABET said to an investor in 2025 that it would spend $ 75 billion in capital spending in 2025. He said that Google’s parents spent Capex last year and was a big leap from Wall Street from $ 52 billion. It is also a promising sign that the AI race, which is the propulsion of the cow of the cow of the sector, is still stronger.
This year’s large -scale expenditure was disappointed with alphabet investors -stock prices decreased by more than 7 % by noon, which is the victory of chip stocks that benefit from the expenditure.
The prospect of the expenditure of the technology of technology is that the Chinese deep seek AI model could reconsider the plan of investing in the sophisticated chips needed to train AI models last week. After the sale, you should relieve investors.
NVIDIA, which lost a total market capitalization of $ 589 million due to a sudden fall in Tech last Monday, rose almost 5 % on Wednesday and was traded for $ 124.08 at noon. Broadcom’s shares also rose, increased by more than 6 % and traded for $ 236.17 per share.
Taiwanese semiconductor manufacturing companies have risen by 3 %, supermicro computers have increased by 10 %, and Micron technology has increased by 2 %.
“Capex figures are very good for Google Custom Silicon partner BROADCOM, as Blackwell must be bigger,” Notes I am writing. “NVIDIA may face the transition of this Blackwell product and the concerns of investors on China, but the data point of BROADCOM continues to accumulate to verify the long -term outlook.”
“Their decision to spend $ 75 billion in Capex -we were $ 66 billion and the street was $ 58 -the street was amazing, but all of these high -tech companies have AI mania and weapon competition. In the context, Richard Kramer, a senior analyst of Arete Research, said to CNBC.
Other high -techtitans also indicate that they are planning to continue to spend a lot next year.
Meta stated that this year’s AI team will be “significantly” and planned to raise capital spending from $ 60 billion in 2024 to $ 65 billion.
Microsoft said it was planning to spend about $ 80 billion on capital spending in FY2025. Capex spending, a software giant in the previous quarter, was $ 22.6 billion, an increase of 96 % from the previous year.
Meanwhile, Tesla, on the other hand, said that in a recent submission, it would be expected to be more than $ 11 billion in 2025, which would be expected to be more than $ 11 billion.
“Zuckerberg, Nadella, Cook, and Musk doubled the vision of AI, and this doubled what they were stubborn in these technologies, so they had a big week for large -scale technology revenue. 。
