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المتفائلون يقولون
AI cloud services
Strong demand for AI cloud infrastructure and GPU-based services is driving faster revenue growth in the cloud segment and helping expand cloud margins to offset pressure from advertising.
Chip business spin-off and corporate actions
Planned spin-off of the chip business, combined with potential dividend policy and other corporate actions, could unlock shareholder value and prompt a valuation re-rating if execution and market interest align.
AI talent and model upgrades
Creation of a dedicated AI model committee and hiring senior AI experts increases the likelihood that upgraded foundation models or AI agent products achieve breakthrough performance and drive adoption.
Advertising revenue decline
Persistent weakness in the core advertising business and declining user traffic are reducing revenue visibility and pressuring overall profitability.
Rising AI investment and capital spending
Aggressive expansion of AI computing capacity, major hardware procurement and increased AI hiring will raise costs and capital spending, squeezing near-term profitability and potentially limiting share buybacks.
Supply constraints for AI hardware
Potential supply constraints in procuring AI hardware could limit the company's ability to meet strong customer demand, creating operational bottlenecks and slowing revenue conversion.
