Subject


Microsoft


2025-05-05

[News] Microsoft, Meta Ramp Up AI Spend, Lifting NVIDIA’s Taiwanese ODM Partners Foxonn, Quanta and Wiwynn

Although there were earlier concerns about whether major CSPs would scale back AI-related capital spending, Meta and Microsoft have both announced plans to increase their AI investments, according to Economic Daily News. This is expected to be a fresh boost for NVIDIA, with key Taiwanese AI server O...

2025-04-25

[News] Cloud Giants Face Investment Skepticism—Amazon and Google Say AI Push Continues

Amid growing concerns about a potential economic downturn, there has been heightened attention on whether cloud service providers (CSPs) are scaling back their investments in AI. However, according to CNBC and Reuters, executives from Amazon and Google both stated that the pace of building AI data c...

2025-04-25

[News] From Nokia to Skype: The Growing List of Tech Casualties Under Microsoft’s Acquisition

Microsoft will retire Skype in May, with Teams taking over its communication role. According to TechNews, many once-popular services—from Nokia’s mobile division to MSN Messenger and Wunderlist—have gradually declined, or disappeared altogether, after being acquired by Microsoft. While excepti...

2025-04-23

[News] Are Tech Giants Ready for Impact? What to Watch Ahead of Tesla, Meta, NVIDIA’ Earnings Under Tariff Pressure

Trump’s tariffs have created significant uncertainty in the market. According to CNBC, investors are closely watching how tariff-related risks may impact their operation and capex. The following highlights key points to watch ahead of upcoming earnings calls from Tesla, Meta, Microsoft, Amazon, Ap...

2025-04-22

[News] Amazon Taps the Brakes on Data Center Leasing? TrendForce Sees Strategy Shift, Warns of Capex Caution

Are uncertainties surrounding Trump’s tariffs prompting tech companies to scale back their spending? According to a CNBC report, Amazon has reportedly postponed certain commitments related to new data center leases, particularly in overseas markets. Large cloud service providers (CSPs) seem to ...

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