예상보다 적은 AI투자에 반도체까지 “와르르”
월텍남 - 월스트리트 테크남 · 10:17 · Watch on YouTube
Alphabet and Microsoft both spent less on AI infrastructure than investors expected, and Alphabet also missed operating profit by about 6%, which the speaker links to a roughly 7–8% after-hours drop. He still treats c...