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Are we watching the same AI capex spending choices over the last 1-2 years? Every company from megacorps to small fish are spending well in excess of profits o
by SecretDreams 4mo ago
Are we watching the same AI capex spending choices over the last 1-2 years?
Every company from megacorps to small fish are spending well in excess of profits on these capex expansions. No ROI timelines yet established....
- hobofan 4mo agoGoogle has a committed cloud compute backlog of $462b. That's their compute buildout for the next ~2.5 years completely financed.