The ‘Big 4’ US cloud service providers, Amazon, Microsoft, Google, Meta, plan to spend over US$300 billion (NT$9.3 trillion) on capex this year, including data centers, media report, dispelling concerns the AI market might soften due to US tariffs. Taiwan server giants, Foxconn, Quanta, Wiwynn, Wistron, Inventec are expected to benefit. 1/2 $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) #AIservers
Source: Dan Nystedt
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