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Yes, it seems that early-stage semiconductor supply chain companies still have plenty of room for growth.

Goldman Sachs has boosted its forecast for total capital expenditure for the top four tech giants — $GOOGL , $META , MSFT, and $AMZN — to $5.3 trillion from 2025 to 2030.

This represents a significant increase compared to its previous estimates of $4.5 trillion, following strong Q1 results.

If these companies continue to pump this massive amount of investment into AI infrastructure, data centers, and cloud computing, it's likely that semiconductor firms and key suppliers will benefit greatly from this wave.

🚀 It looks like the AI spending cycle is just getting started.

#AI #Semiconductors #Nvidia #Google #Meta #Microsoft #Amazon #Investi

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investi

Let's kick off a strong start with Binance

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