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“In reality, it is a pathway for Meta to be more profitable going forward, in spite of all their capital investments.”
@Semi Doped
Meta's new cloud business turns its massive AI capital expenditures into a direct revenue stream by selling excess compute.
METALONG@ $619.65
$565.24-8.78%
since call Jul 2
peak +11.6%
in articleLONG
“Geez Louise! Auto industry is locking up memory supply now too?!”
@Semi Doped
Micron's memory supply is becoming so constrained that the auto industry is now forced to sign long-term agreements to lock in capacity.
MULONG@ $1,026
$811.95-20.86%
since call Jul 2
in articleLONG
“Prices only go one way these days. Up.”
@Semi Doped
ASE is capitalizing on acute AI supply constraints by hiking its advanced packaging quotes by more than 20%.
ASXLONG@ $42.50
$35.13-17.35%
since call Jul 2
“Meta has historically been a customer of CoreWeave, and with them selling compute, the market views this as eating neocloud lunch, causing their stocks to drop.”
@Semi Doped
CoreWeave is losing its neocloud market share as former massive customers like Meta pivot to selling their own excess AI compute.
CRWVSHORT@ $86.77
$71.89+17.15%
since call Jul 2
peak +29.0%
TIMESTAMPS
in article
in article
in article
in article