On October 21, EST, Meta, Tesla, IBM, and Texas Instruments will focus on disclosing the latest results, while Western Digital will release financial reports the next day. Market sources analyzed that the focus of this round of financial reports is not only on whether tech giants will continue to increase investment in AI, but also on whether profit growth can keep up with capital expenditure expansion and companies' judgment on future demand. For upstream suppliers, cloud vendor investment plans are also related to subsequent orders and production capacity arrangements.

On October 21, EST, Meta, Tesla, IBM, and Texas Instruments will focus on disclosing the latest results, while Western Digital will release financial reports the next day. Market sources analyzed that the focus of this round of financial reports is not only on whether tech giants will continue to increase investment in AI, but also on whether profit growth can keep up with capital expenditure expansion and companies' judgment on future demand. For upstream suppliers, cloud vendor investment plans are also related to subsequent orders and production capacity arrangements.