HONG KONG, WIDE: GPU/CPU/LIGHT MODULE, CAREFULLY VIEWED STORAGE CORES FILM

According to the news of 6 August, a study released today by the Expressed Securities (Hong Kong) states that, backed by a health balance sheet, the capital expenditure of the top five American cloud service providers (CSP) is projected to reach $1.19 trillion, $14.28 trillion and $1.642 trillion in 2027-2029, respectively, compared to 45 per cent, 20 per cent and 15 per cent growth, but this also means a slower rate of growth than 45 per cent in 2027 and a slower rate in 2028 and 2029. The Bank added that platforms such as British Wida were reducing memory costs and lowering specifications. For example, the HBM specifications of Rubin Ultra were moved down from 12 to 8 layers, and the customized chips of Meta and Google were moved to 8 layers. The bank indicated a high level of optimism about the trend in AI and a good view of the GPU/CPU/Optic track. On the other hand, there is a conservative/cautious approach to the storage of chips。