Alphabet confirms my hypothesis: DeepSeek leads to even more AI infrastructure spending!
Despite cheaper AI models, investments are rising – Alphabet is betting $75 billion on infrastructure, nearly 30% more than expected!
Nvidia remains the undisputed number 1, but Broadcom is gaining significance thanks to specialized chips!
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Instead of cutting investments, Alphabet is deploying $75 billion for AI infrastructure – nearly 30% more than expected! This shows: More efficient models like DeepSeek do not reduce the demand for computing power, but rather make AI applications even more attractive and scalable. Top winners are Nvidia and Broadcom – Nvidia benefits as the dominant provider of AI hardware, while Broadcom continues to gain importance through Alphabet's and Meta's increased use of its own chips. The market still needs to understand: The cheaper AI becomes, the...
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