Microsoft and Meta recently announced that they will continue to spend heavily on AI. Microsoft plans to spend approximately $41 billion per quarter, or $175 billion this year, on servers and GPUs, noting that demand far exceeds supply. Meta also expects to spend $130 to $145 billion this year and emphasized that AI computing capacity will remain insufficient through 2027. Serenity believes that the recent decline in AI stocks is overly exaggerated, given that major corporations are continuing their investments and the shortage of computing resources is likely to persist for an extended period.
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