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The Motley Fool analyst Geoffrey Seiler stated that he holds shares in Amazon, Google, and Meta Platforms, considering these hyperscale companies as pillars of AI infrastructure and long-term growth stocks in the AI sector.
The article points out that these companies have invested heavily in AI capital expenditures. Among them, Google Cloud's revenue grew by 82% last quarter to $24.8 billion, and its operating profit more than tripled to $8.8 billion. Meta Platforms is considering entering the cloud computing business.
Source：Yahoo财经 · Source Link
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