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I thought Anthropic and OpenAI's combined CapEx has been <100B? source: https://isaiprofitable.com/ https://isaiprofitable.com/
by TimTheTinker 4mo ago
I thought Anthropic and OpenAI's combined CapEx has been <100B?
source: https://isaiprofitable.com/ https://isaiprofitable.com/
- kilroy123 4mo agoThat site needs Apple on the list. ;-)
- Danox 4mo agoWhy? All their money is going to Apple Silicon and the five ecosystems, so far in Apples entire history, the largest acquisition has only been $3 billion dollars, OpenAI is currently getting nothing and they gave Google a measly $1 billion refund per year for the use of Gemini. If John Ternus wants to spend some money, spend it on bringing memory in house. Apple has the money and the engineering talent to do so, have it fab/made onshore in partnership with TSMC. Do it Apple because you have to not because you want to the Chinese probably will be taking over the memory industry, worldwide, by taking advantage of the greed from three memory companies and their AI overlords.
- kilroy123 4mo agoThat's the point. To show how they _haven't_ lost billions on this.
- deaton 4mo agoMaybe so far, but they've committed to well over a trillion in future capex.
- topaz0 4mo agoAnd there's the indirect capex that their revenues will pay for indirectly, like in the case of oracle
- TimTheTinker 4mo agoHere's the question - does that future spending already appear on partners' balance sheets