"Collectively, [hyperscalers] spent $52B in 2Q, +54% YoY (vs. +30% in 1Q), marking the first quarter of a multi-year AI investment cycle."
2Q marks first quarter of multi-year AI investment cycle
"Collectively, [hyperscalers] spent $52B in 2Q, +54% YoY (vs. +30% in 1Q), marking the first quarter of a multi-year AI investment cycle."
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