Meta plans to sell excess computing power, triggering a decline in technology stocks. Industry insiders believe that the market for computing power leasing has not cooled down.

date
03/07/2026
Tech giant Meta's plan to sell excess computing power has sparked fears of AI computing power surplus, leading to a general decline in global tech stocks. In the A-share market, popular tech stocks such as storage, optical modules, PCBs, and MLCCs have all fallen. Meanwhile, as the upstream leader in the computing power industry chain, NVIDIA has introduced a new AI infrastructure cooperation model, planning to open up computing resources to the rapidly growing AI ecosystem through a revenue sharing and credit support cooperation model. Some industry insiders have told Securities Times reporters that the current computing power leasing market has not cooled down, with plenty of orders in hand.
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