Fastly and Cloudflare both reported significantly higher earnings, signaling a surge in AI inference and a rapid increase in AI usage. Is there an AI bubble? It doesn't exist.
This article is machine translated
Show original

ariel reyez romero
@ReyezAriel
Fastly最新财报超预期,其实从cloudflare公布财报的时候就应该猜到。
两家公司都是一个赛道,业务雷同度高。
fsly这次财报是从亏损走向盈利的拐点,使用财报后股价大涨。
公司Q4 x.com/ReyezAriel/sta…

From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
Relevant content





