Amid rising international tensions and shifts in global trade policy, the US administration has recently unveiled plans to introduce new tariffs on imported semiconductors. This announcement has sparked significant discussion in financial markets and among major tech companies like Intel and Qualcomm.
Microsoft has made the decision to withdraw from plans for new data centers in both the United States and Europe. This information was confirmed by analysts at TD Cowen, who noted that the decision is linked to an oversupply of computing clusters designed to support artificial intelligence operations. This move could significantly impact the cloud computing market and its key players.
Foxconn, the world's largest contract electronics manufacturer, is expected to report a 2.35% increase in its fourth-quarter profit. This growth is fueled by the surging demand for artificial intelligence (AI) servers, marking a significant development in the tech-driven economy. The uptick in earnings underscores the growing role AI technologies play in shaping industrial and financial landscapes.