From AI capex to AI revenue—th-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TheMarketLens101

From AI capex to AI revenue—the monetisation cycle is becoming clearer. 🔄

1️⃣ Hardware: NVIDIA supplies the GPUs and computing infrastructure needed to build AI capacity. Its latest results showed data-centre revenue reaching US$89 billion, up 117% year-on-year—evidence that infrastructure demand remains exceptionally strong.

2️⃣ Cloud: Microsoft, Amazon, Google and Oracle install these chips in data centres, then monetise them by renting AI computing power to developers and enterprises.

3️⃣ Software: Companies such as Salesforce use that cloud capacity to embed AI into real business workflows. Customers pay through subscriptions, AI add-ons and usage-based fees—turning computing power into recurring software revenue.

4️⃣ Security: As more applications and data move into AI environments, demand for protection increases. CrowdStrike’s ARR reached US$5.84 billion, showing how cybersecurity also benefits from expanding AI adoption.

The key takeaway: heavy AI capex is beginning to translate into cloud usage, paid software workflows and recurring security spending.

This strengthens confidence that AI demand is real and monetisation is happening—not just through chip sales, but progressively across the entire technology stack.

The next test is whether downstream revenue can continue growing fast enough to justify the scale of infrastructure investment.

Hardware → Cloud → Software → Security → More chip demand 🔁

#AI #ArtificialIntelligence #NVIDIA #NVDA #Salesforce #CRM #CrowdStrike #CRWD #CloudComputing #Software #Cybersecurity #AIInvesting #TechStocks #Earnings #TheMarketLens101

Chip Stocks Sold Off, But AMD Says Demand Still Outstrips Supply?

Chips retreated with the AI complex Thursday: Intel -5.34% to $107.08, Broadcom -4.35% to $360.14, AMD -3.90% to $620.68, Nvidia -2.94% to $230.48. AMD CEO Lisa Su said in Taipei this week that AI chip demand still exceeds supply even as output scales into 2026, with HBM, packaging and wafers all constrained; Intel CEO Lip-Bu Tan reaffirmed Terafab. Bulls say a read from those with real order books beats an accounting revision; bears say capacity is a 2026 story and downstream budgets validate demand, not supplier talk. Executives call demand insatiable while stocks fall — add here?

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Comments

a9032
08-27
a9032
Cloud capex guidance is the cleaner tell here. If the next quarter spend stays elevated, Nvidia demand probably keeps flowing through software and security too

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