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Total cluster they say will reach 350k H100, which at $30k street price is about $10b. In contrast, Microsoft is spending over $10b per quarter capex on cloud.
by choppaface 3y ago
Total cluster they say will reach 350k H100, which at $30k street price is about $10b.
In contrast, Microsoft is spending over $10b per quarter capex on cloud.
That makes Zuck look conservative after his big loss on metaverse.
https://www.datacenterdynamics.com/en/news/q3-2023-cloud-results-ai-investments-drive-up-results-and-capex/ https://www.datacenterdynamics.com/en/news/q3-2023-cloud-res...
- baby 3y agoWhat loss lol. Stop the fud
- Legend2440 3y agoHas literally anyone spent money on the metaverse? Maybe it'll still take off in the future, but it's a $40b loss so far.
- artninja1988 3y ago>Has literally anyone spent money on the metaverse? I guess people buy their vr headsets, if that counts. I'm not too familiar with what the "metaverse" entails though...
- baby 3y agoHow is research and development a loss. If anything it positioned themselves as the top VR/AR company right when Apple entered the market. SMH
- yuliyp 3y agoThat's a weird comparison. The GPU is only a part of the capex: there's the rest of the servers and racks, the networking, as well as the buildings/cooling systems to support that.
- KaiserPro 3y agothe biggest cost at meta is infra. > In contrast, Microsoft is spending over $10b per quarter capex on cloud. to service other people's work load. Its a different business.