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Meta invests heavily in hardware infrastructure to support its extensive video content and AI workloads. We wrote about the scale of some of these investments in November last year in Meta – opportunity for contrarian long-term value investors. These investments are significant, and we expect Meta to spend around $36 billion in 2023 on R&D, … Continued
As technology juggernaut Salesforce enters a new stage of its corporate life cycle, it is worth analysing the company’s impact and potential future trajectory. Salesforce is now moving from a ‘growth at all costs’ model to one of sustainable, profitable expansion. This transition phase has created volatility in its share price, even as its long-term … Continued
YouTube has evolved from a video-sharing site into a vibrant digital ecosystem with creators, viewers, and advertisers. At the helm is CEO Neal Mohan, whose strategic vision includes sustaining growth and unlocking potential to redefine how we consume content online. In a recent interview, Mohan outlined his critical strategic priorities for YouTube and the platform’s … Continued
China was the only major economy to grow last year as the world struggled with the pandemic, and it is on pace to become the world’s largest economy by 2028. During the annual parliamentary meeting last week, China released the long-discussed draft of its 14th five-year plan which includes the country’s vision for 2035. The … Continued
