ANNOUNCER: "BLOOMBERG TECH" IS LIVE COAST TO COAST WITH CAROL I’M HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. CAROLINE: THIS IS "BLOOMBERG TECH. " APPLE AND TRILIO. WE’LL BREAK THEM ALL DOWN. AND NVIDIA C.E.O. JENSEN HUANG STILL HOPES TO SELL HIS CHIPS IN TAIWAN AND A FLURY OF DEALS. AND WE’LL TALK WITH MICHAEL INTRATOR AFTER A FAILED BID FOR SCIENTIFIC. WE CHECK IN ON THE MARKETS NOT QUITE AT A RECORD HIGH. BACK UP AND TO THE RIGHT WHEN IT BOB COSTAS ON THE DAY. LOOKING AT THE A.I. BUBBLE BACK IN FOCU ...

Group 1: Company Performance - GDS Holdings shares increased by 8.1% to close at $40.67, with a notable trading volume compared to normal sessions, and an overall gain of 11.3% over the past four weeks [1] - The company is expected to report a quarterly loss of $0.06 per share, reflecting a year-over-year change of +62.5%, with revenues projected at $406.82 million, down 3.7% from the previous year [2] - The consensus EPS estimate for GDS Holdings has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Group 2: Industry Context - GDS Holdings is part of the Zacks Technology Services industry, which has seen increased market enthusiasm for Chinese infrastructure names associated with AI, cloud growth, and data centers [1] - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook within the industry [4] - Another company in the same industry, Inspired Entertainment, has also maintained a Zacks Rank of 3 (Hold) and is expected to report a year-over-year EPS change of +150% [5]

AI Demand & Capacity - AI供应链中的每个参与者都面临产能限制，需求超过了供应能力 [3][4] - 对消费者和企业AI服务的需求持续存在，满足需求仍然是一个挑战 [6] - 许多首席财务官表示，在内部部署AI已带来实际的生产力提升 [6] Infrastructure & Beneficiaries - 目前仍处于AI基础设施建设阶段，基础设施提供商受益 [7][8] - 半导体行业和云计算公司（如谷歌云）是主要受益者 [8] - 谷歌云的积压订单可能在未来两年内转化为接近其当前收入两倍的收入 [8] Digital Advertising Disruption - AI可能对数字广告行业产生颠覆性影响，广告的创建、投放和衡量将更多地由AI系统完成 [10] - 利润池可能从传统广告系统转移到数字广告生态系统，规模高达3000亿美元 [11] - Meta等公司在收入增长方面看到了持续的势头 [11]

China Market Update: Investors Love Alibaba’s AI & Cloud Growth https://t.co/RgZRbyfns8 https://t.co/VIhsdinwnw ...

China Market Update: Investors Love Alibaba’s AI & Cloud Growth https://t.co/H6RlGQqo5T https://t.co/2g1VYZeZBY ...

Amazon shares plunged after the company’s quarterly results, as investors may have been hoping for stronger cloud growth. https://t.co/Squt7sy8Ol ...

bring in requisite capitals Brent Talkington, Odyssey Capitals Jason Snipe, and Big Technologies Alex Caneritz. All of them CNBC contributors. And I thank you for coming on to to kick this around with us.Alex, let's just start big picture here. I mean, it's natural to ask after this investment binge has been going on for a couple of years now. Uh, and it sort of tests the limits of just how much each of these individual companies can allocate of their free cash flow into uh AI infrastructure.When is the mar ...