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Industry insiders say "computing power surplus" is a misinterpretation, while the U.S. semiconductor sector rebounds.

MarsBitNews
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Mars Finance News, July 2nd - The U.S. stock semiconductor sector rebounded, with ASE Technology rising over 5%, STMicroelectronics and Wolfspeed up over 3%, ON Semiconductor and Micron Technology up over 2%, and TSMC, Analog Devices, and Qualcomm up over 1%. On the news front, Meta plans to cross into cloud infrastructure services and sell excess AI computing power, sparking market concerns about "excess computing capacity." Analysts point out that Meta's sale of computing power is not the end of AI capital expenditures but rather indicates that the AI infrastructure business model is maturing. Tianfeng Securities emphasized that the market should not simply interpret Meta's leasing and selling of computing power as "peak AI computing demand"; more accurately, this is Meta's attempt to transform AI infrastructure from a pure cost center into a rentable, billable, and platformable asset. (Reported by KeGuBao)
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