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Meta makes a huge bet! Is it still worth positioning in the 'AI pickaxe sellers'?

Meta plans to invest up to 270 billion USD in the AI cloud services company NEBIUS over the next five years. This contract is reportedly one Show More
Meta plans to invest up to 270 billion USD in the AI cloud services company NEBIUS over the next five years. This contract is reportedly one of the largest single agreements Meta has ever signed! Boosted by this news, NEBIUS surged nearly 15% on March 16. Leading US tech giants continue to ramp up their investments in computing power, and companies specializing in AI infrastructure are expected to benefit continuously. Will you firmly allocate resources to this sector?
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