Analysts emphasize that while major platforms absorb expenditures, NVIDIA (NVDA), Taiwan Semiconductor Manufacturing (TSM), and Applied Digital Corp (APLD) are poised to benefit from increased AI capital spending by hyperscale companies.
Analysts emphasize that while major platforms absorb expenditures, NVIDIA (NVDA), Taiwan Semiconductor Manufacturing (TSM), and Applied Digital Corp (APLD) are poised to benefit from increased AI capital spending by hyperscale companies.
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