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Key Points
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Taiwan Semiconductor Manufacturing (TSMC) holds a 70% market share in AI chip manufacturing, with revenue climbing 39% year over year to $30.1 billion in Q2.
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Meta Platforms generated $47.5 billion in revenue during Q2, a 22% increase, leveraging AI for ad optimization while investing over $17 billion quarterly in AI infrastructure.
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Datadog reported $827 million in revenue in Q2, a 28% growth, while generating $165 million in free cash flow.
Taiwan Semiconductor Manufacturing is at the core of AI supply chains, mainly due to its advanced process technologies making up 60% of wafer revenue. Meta Platforms capitalizes on its vast user base to optimize ad revenues through AI, while Datadog provides essential observability solutions for AI systems, highlighting a crucial part of AI’s operational infrastructure.
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