$GIGGLE
๐จ๐ Nvidia reports its quarterly earnings on February 25th The hyperscalers begin to report on Wednesday after the close โ META and MSFT. GOOGL reports on February 5th and AMZN reports on February 4th. Taiwan Semiโs Q4 HPC (high performance computing) revenue โ fueled by AI โ rose 48% YoY, and it expects its 2026 capex to rise at least 27% YoY. Samsung will ship next gen HBM (high bandwidth memory) chips next month. Nvidia Vera Rubin chips are in โfull productionโ. AI capex remains on rails ๐ค
Disrupt โ Speculative bubbles direct massive capital to new technologies. In any technological advance there are winners and losers ๐ค
Google DeepMindโs Hassabis noted last week that much of the AI boom relies on heavy data center capex, often debt financed โก๏ธ๐ข
That could prove problematic if economic conditions shift or returns are slower than imagined ๐ข
He also cited past tech bubbles where enthusiasm outpaces practical applications and revenue generation. AIโs commercial utility is increasingly on the clock ๐ฑ
๐ธ Warning ๐ธ I do not provide financial advice ๐The intent of this content is for you to be aware of market conditions before starting to invest ๐Thank you for reading ๐