AI sales of 7.56 BUSD vs. expected ~6.4 BUSD point to a higher open because estimates for upcoming quarters need to be revised upward. Computing power reached 1.7 gigawatts vs. the target of over 2 by the end of the year, which raises questions about the pace behind the new deals.
Sales of MUSD 7,814 USD exceeded analysts' expectations of 6,819 MUSD. USD, and the AI business delivered its first profit before depreciation, so the share is expected to open higher. The counterweight: investments reached MUSD 18,369. USD, and 911.5 million shares will be released on Thursday.
