BlockBeats News, July 2nd, Serenity retweeted Wells Fargo's view, stating that Meta plans to sell part of its idle AI computing power, reflecting the strong demand for AI infrastructure and unit economics, rather than a slowdown in demand. Wells Fargo expects that this move will not lead to Meta cutting capital expenditures or a decrease in overall computing power demand.
Regarding the AI Neocloud (an AI cloud computing service provider) sector, Wells Fargo believes that Meta's move further validates the huge opportunity in the AI infrastructure market, while also highlighting industry consolidation opportunities. Serenity stated that they agree with Wells Fargo's view and believe that the market had previously misunderstood Meta's statement regarding "idle computing power."
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