[Serenity Analyzes AI Strategies of Tech Giants: Optimistic About Amazon's Development Path, Microsoft and Meta Need to Justify Capital Investments] Odaily Planet Daily reports that 'White-Haired Stock God' Serenity posted on the X platform, stating that the market should not interpret the AI capital expenditures of large tech companies as 'funds being drained.' Instead, these investments are more accurately described as laying the groundwork for future large-scale revenue growth or margin improvements. Serenity is most optimistic about Amazon, considering it one of the clearest examples of AI transformation among hyperscale cloud service providers. In the future, Amazon may leverage large language models to achieve cost reductions through autonomous delivery, warehouse robotics, and logistics and transportation automation. Additionally, Amazon is driving revenue growth by expanding AWS computing power and may enter the AI chip sales market with its in-house Trainium chips. Serenity ranks Google second among tech giants in terms of AI strategy, noting that its AI capital investments aim to protect the moat around its search business. At the same time, Google Cloud, with its TPU computing power advantage, also has chip commercialization potential similar to NVIDIA's GPUs. As for Microsoft and Meta, Serenity states that both companies still need to prove to the market the necessity of their large-scale AI capital investments. Microsoft has recently faced weaker market sentiment due to delays in the progress of its in-house AI chip Maia and the impact of its AI development pace in collaboration with OpenAI.