昨夜压迫感十足！英伟达历史新高，盘后Meta暴涨12%、微软9%，北美AI硬件继续狂飙…...

Core Viewpoint - The article highlights the strong performance of North American AI giants, particularly Meta and Microsoft, which have exceeded market expectations and are increasing their capital expenditures to maintain competitiveness in the rapidly evolving AI landscape [2][3][4]. Group 1: Company Performance - Meta Platforms reported Q2 revenue exceeding expectations, with a forecast for Q3 revenue between $47.5 billion and $50.5 billion, and has raised its capital expenditure forecast for FY2025 [2][3]. - Microsoft’s Q4 FY2025 revenue was $76.441 billion, surpassing the expected $73.9 billion, with a year-on-year growth of 18%. The net profit was $27.233 billion, up 24% year-on-year [3]. - Microsoft’s total revenue for FY2025 reached $281.724 billion, reflecting a 15% year-on-year increase, while net profit grew by 16% to $101.832 billion [3]. Group 2: Capital Expenditure Trends - Meta's projected annual capital expenditure is between $66 billion and $72 billion, an increase from the previous estimate of $64 billion to $72 billion [3]. - Microsoft reported a record capital expenditure of $24.2 billion in Q4 FY2025, a 27% year-on-year increase, driven by demand in AI and cloud services [3][4]. - The demand for storage and GPU resources has surged, with Microsoft specifically noting increased needs from companies like NVIDIA, AMD, and Marvell [4]. Group 3: Market Sentiment and Future Outlook - The article suggests that the AI industry in North America is expected to continue outperforming market expectations, with significant capital investments and high-profile compensation packages becoming the norm [4]. - Meta's vision includes creating a "personal super AI" to enhance user experiences, indicating a shift in how AI will interact with consumers [5]. - The article posits that AI will fundamentally alter the capital landscape and wealth distribution, urging individuals to invest in and engage with AI technologies [6].