Meta prioritizes high-margin AI inference in latest earnings

Meta became the first of the four major US hyperscalers to report earnings, with suppliers watching for shifts in its capex and investment priorities. The company is emphasizing high-margin AI inference, while Wiwynn and Quanta eye demand for CPU-based servers.

• Meta is first of four US hyperscalers to report earnings
• Priority goes to high-margin AI inference
• Wiwynn and Quanta eye CPU server demand
• Suppliers track changes in Meta's capex plans