Meta's AI investments will significantly exceed expectations, with anticipated costs rising to $72 billion by 2025 due to tariffs and increased competition.
Google admits depreciation costs soaring amid bit barn build
"We're in a tight demand supply environment and given that revenues are correlated with the timing of deployment of new capacity, we could see variability in cloud revenue growth rates depending on capacity deployment each quarter."
TSMC says 1.6nm chips will be in volume production in 2026
"We expect 2025 to be another strong growth year for TSMC, and forecast our full year revenue to increase by close to mid-20s percent in US dollar terms."