BofA reups chip favorites as cloud spending broadens beyond Amazon

Seeking Alpha2021-07-22

An update on expectations for capital expenditures from cloud companies from Bank of America brings the key takeaway that spending breadth is growing beyond the hefty footprint of Amazon Web Services....

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精彩评论

PeterYC
2021-07-22
PeterYC
Great
PhilipLoo
2021-07-22
PhilipLoo
Great job
Jenjorjack
2021-07-22
Jenjorjack
Looks like massive spending ahead. Bubbles can last a long time and like a bubblebath, it is comfortable in one. There will be a crash just don’t know when. Are you ready forthese scenerios ? Either one you are ok. Please like and comment and follow.
lydiaruru
2021-07-22
lydiaruru
Hi
- shearbutter:
  hi
devilswin20
2021-07-22
devilswin20
Cheers
- Shiokshiok:
  Ok
Tiongwee
2021-07-22
Tiongwee
Hmmm
- Alvinlsm:
  Ok

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However, BofA notes that ex-Amazon.com, \"super 7\" capex is expected to grow 33% vs. just 9% a year ago. And limiting the look to the second half, ex-Amazon spending could surge 42%.\nThat broadening is potentially a positive for merchant semiconductors, it says, since Amazon has been most active in insourcing \"specific processors/networking gear (AWS Graviton, Nitro).\"\nAs for 2022, capital intensity of 9% at the super 7 would mark the lowest levels since 2017, it notes - indicating potentially conservative estimates for spending, particularly amid secular trends like AI/machine learning and 5G driving growing data consumption. 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Bubbles can last a long time and like a bubblebath, it is comfortable in one. There will be a crash just don’t know when. Are you ready forthese scenerios ? Either one you are ok. Please like and comment and follow.","listText":"Looks like massive spending ahead. Bubbles can last a long time and like a bubblebath, it is comfortable in one. There will be a crash just don’t know when. Are you ready forthese scenerios ? Either one you are ok. Please like and comment and follow.","text":"Looks like massive spending ahead. Bubbles can last a long time and like a bubblebath, it is comfortable in one. There will be a crash just don’t know when. Are you ready forthese scenerios ? Either one you are ok. Please like and comment and follow.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172393377","repostId":1162391670,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":172305644,"gmtCreate":1626932551088,"gmtModify":1633769594068,"author":{"id":"3584932621482006","authorId":"3584932621482006","name":"lydiaruru","avatar":"https://static.tigerbbs.com/3a0c6701ed2aa515d44d6a45dcdea10f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3584932621482006","authorIdStr":"3584932621482006"},"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172305644","repostId":1162391670,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5291197,"gmtCreate":1626932596612,"gmtModify":1635223931320,"authorId":3581769825753280,"author":{"id":3581769825753280,"idStr":"3581769825753280","authorId":3581769825753280,"name":"shearbutter","avatar":"https://static.tigerbbs.com/f14528870add8b288cd7f36448b85cb0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":172305644,"type":1,"supId":0,"prevId":0,"content":"<u>hi</u>","text":"<u>hi</u>","html":"<u>hi</u>"}],"langContent":"EN"},{"id":172972510,"gmtCreate":1626931524730,"gmtModify":1631889124725,"author":{"id":"3578810851703205","authorId":"3578810851703205","name":"devilswin20","avatar":"https://static.tigerbbs.com/1878f8267d6335f1cf84e0ae0295f612","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3578810851703205","authorIdStr":"3578810851703205"},"htmlText":"Cheers","listText":"Cheers","text":"Cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172972510","repostId":1162391670,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5291139,"gmtCreate":1626931843448,"gmtModify":1631889124727,"authorId":3582889572993413,"author":{"id":3582889572993413,"idStr":"3582889572993413","authorId":3582889572993413,"name":"Shiokshiok","avatar":"https://static.tigerbbs.com/7ee785e2c502bddc7efed111524c7bb4","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":172972510,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":172971416,"gmtCreate":1626931247535,"gmtModify":1633769605270,"author":{"id":"3573775111920367","authorId":"3573775111920367","name":"Tiongwee","avatar":"https://static.tigerbbs.com/e90910e406e67c77f42e225b16b69020","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3573775111920367","authorIdStr":"3573775111920367"},"htmlText":"Hmmm","listText":"Hmmm","text":"Hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/172971416","repostId":1162391670,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5291114,"gmtCreate":1626931622268,"gmtModify":1635223937289,"authorId":3555205227101964,"author":{"id":3555205227101964,"idStr":"3555205227101964","authorId":3555205227101964,"name":"Alvinlsm","avatar":"https://static.tigerbbs.com/dcf5a2c527c5396558784b0c1c3cd9eb","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":172971416,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":59,"commentSize":6,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1162391670"}