Artificial intelligence (AI) is a technology that copies how people think and process information, making it useful for companies in many innovative fields. AI chips process large amounts of data in emerging AI technology. As an essential component, companies involved in the design and manufacturing of AI chips are likely to benefit from the growth of AI development. In 2023, the AI sector attracted a lot of media coverage and investors. The potential size of the AI market is still unknown because we keep finding new ways to use AI technology. AI chip companies in this list are likely to benefit from the growing interest in the AI market.
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The AI datacenter is too large, microsoft's financing lease expenditure will exceed one trillion US dollars, and the profit margin is expected to be under pressure.
AI pioneer microsoft is set to release quarterly earnings this month. Microsoft had previously revealed that the amount of unstarted financing leases for the company soared to $108.4 billion, an increase of $20.6 billion from the previous quarter and nearly $100 billion from two years ago, mainly in datacenter leasing. Analysis believes that the surge in datacenter financing leases will help enhance Microsoft's AI capabilities, but is expected to impact profit margins.
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