ab 30 October 2025 Global Research APAC Technology Microsoft, Google & Meta supply chain implications; strong growth intact We profile the key results for the compute space from Microsoft, Google and Meta as a read through on cloud and AI supply-demand with both trending higher both for growth and capex. The outlooks joined Oracle reporting last month in providing a consistent message that AI is driving more applications across the internal and cloud services, usage continues to accelerate and compute deman ...