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Now is this AI CapEx or data and IT CapEx? Because everyone and their mother are labeling regular data centers as AI data centers.
by datadrivenangel 1y ago
Now is this AI CapEx or data and IT CapEx? Because everyone and their mother are labeling regular data centers as AI data centers.
- hatthew 1y agoIt seems like it's specifically based on nvidia's sales, which I assume almost entirely for deep learning. "Regular" data centers don't need many GPUs.
- throw0101c 1y ago> Because everyone and their mother are labeling regular data centers as AI data centers. Companies (generally) build things with an expectation for a return on their investment: what "regular" data centre usage would necessitate these kind of build-outs? To sell more Postgres or WordPress VMs/instances? Is that being used to justify the spending in shareholder conference calls and regulatory filings?
- lukeschlather 1y agoSubstantially this is Meta, Google, etc. These are advertising companies. They substantially create ML models that do advertising targeting, etc. Meta, it should be noted, doesn't sell LLMs at all. They sell ads. And though they are doing a lot of stuff with AI using this infrastructure... any datacenters they build primarily exist to sell ads.