Ahead of Q3 Earnings, Bank of America Names Beneficiaries of Surge in Hyperscale Spending
Ahead of Q3 Earnings, Bank of America Names Beneficiaries of Surge in Hyperscale Spending
Arya believes that the hyperscale investments will involve both defensive and offensive spending. Defensive spending is focused on maintaining competitiveness in the market and typically includes projects related to infrastructure, security, and reliability improvements. In contrast, offensive spending aims at company growth and usually involves expanding data center capacity or enhancing artificial intelligence capabilities.Bank of America analyst Vivek Arya believes that investments from major cloud service providers in order to meet rising demand for AI will lead to the surge in hyperscale investments in 2025.
美國銀行分析師Vivek Arya認爲，爲滿足人工智能etf日益增長的需求，主要雲服務提供商的投資將導致2025年超大規模投資的激增。
Arya's picks for semiconductor and AI companies which he expects will best capitalize on this growth, include NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Marvell Technology, Inc. (NASDAQ:MRVL) and Arm Holdings Plc (NASDAQ:ARM).
Arya認爲，他預計將最好利用這種增長的半導體和人工智能公司包括英偉達公司（納斯達克: 英偉達），美光科技公司（納斯達克: 美光），億光科技公司（納斯達克: 億光）和Arm Holdings Plc（納斯達克: Arm）。
The analyst specifically refers to cloud service providers including Google parent Alphabet Inc. (NASDAQ:GOOGL), Meta Platforms, Inc. (NASDAQ:META), Amazon.Com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT).
分析師特別提到包括谷歌母公司alphabet inc（納斯達克:GOOGL），meta platforms（納斯達克:META），亞馬遜公司（納斯達克:AMZN）和微軟-t公司在內的雲服務提供商。
Arya believes that the hyperscale investments will involve both defensive and offensive spending. Defensive spending is focused on maintaining competitiveness in the market and typically includes projects related to infrastructure, security, and reliability improvements. In contrast, offensive spending aims at company growth and usually involves expanding data center capacity or enhancing artificial intelligence capabilities.
Arya認爲，超大規模投資將涉及防禦性和攻擊性支出。防禦性支出聚焦於保持市場競爭力，通常包括與製造行業、安防-半導體和可靠性改進相關的項目。相反，攻擊性支出旨在公司增長，通常涉及擴大idc概念的能力或增強人工智能的功能。
Price Action: At the time of writing, NVDIA shares are trading 1.03% higher at $141.86, Micron stock is moving 1.15% higher at $108.08, Marvell shares are flat at $81.90 and Arm stock is trading 2.13% higher at $144.05 according to data from Benzinga Pro.
價格走勢: 截稿時，NVDIA股價以141.86美元的價格上漲了1.03%，美光股票以108.08美元的價格上漲了1.15%，億光股價爲81.90美元持平，Arm股票以144.05美元的價格上漲了2.13%，數據來自Benzinga Pro。
Image: Photo via Shutterstock
圖像：通過shutterstock拍攝
譯文內容由第三人軟體翻譯。
