Google’s “Get Rich Right Now” report—write up a recap. After a round of sharp drops, we can’t keep looking at the market the same way as before. With an added reference point from the logic of cloud providers, how will that also affect how we view the market going forward?



Before that, let’s briefly review the simple AI rally chain from the past two years:
Microsoft/Google/Meta/Amazon increased capital expenditures → bulk purchases of GPUs, HBM, servers, optical modules →
MSFT0.95%
META-0.48%
AMZN0.20%
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