invest1 distinct publisher
Alibaba and Tencent spent $18bn in a quarter, and some of it bought price, not compute
Alibaba's capital spending rose 75% and it blamed chip component prices as well as volume. Its payback math needs the shortage to hold until 2030.
Publishers:en.sedaily.com
Reality
- Evidence44
- Adoption58
- Hype gap+33
- Incentives71
- Confidence46