AI capex boosts from tech giants should benefit Credo, Micron, others: BNP Baripas

5 hours ago 1
Machine Learning. AI Neural Network Concepts

The increase in capital expenditure spending from Microsoft (MSFT), Google (GOOG) (GOOGL) and Meta (META) has broader implications than just Nvidia (NVDA) and AMD (AMD), investment firm BNP Paribas said. It could impact the entire tech stack.

“... We expect the

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