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Nvidia, a pure GPU supplier — often called a "shovel seller" — continues to benefit in the near term from the capital expenditure boom. (File photo by Ke Chenghui)

“AI Validation Quarter”: Big Tech Cloud Earnings Show Returns Are Finally Here

Senior technology journalist Lin Hong-wen (林宏文) appears on Storm Media's talk show "Fly to the World". (Photo by Yan Lin-yu)

Google's Century Bond: AI Bubble Signal or Market Confidence?