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Microsoft will spend $80 billion on AI data centers this fiscal year. In the past 12 months they have spent $64.5 billion on capex, with Amazon spending $65 billion, Google $49 billion and Meta $31 billion

Tsarathustra

86,577 subscribers

62,141 просмотров • 1 год назад •via X (Twitter)

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Комментарии: 11

Фото профиля Tsarathustra

Tsarathustra1 год назад

Source (thanks to @curiousgangsta):

Фото профиля The Information

The Information1 год назад

Microsoft plans to spend $10 billion at CoreWeave through 2030, in a push to overcome the cloud giant’s shortage of data center capacity.

Фото профиля RyanRejoice

RyanRejoice1 год назад

The race for AGI was on once OpenAI released the GPT-3 beta in the summer of 2020. The amount of money being invested in AI before and after is night and day! If we get AGI within this decade it's because of all these investments and we will owe a lot to Sam and Greg's vision.

Фото профиля Jason Piepmeier, CFA

Jason Piepmeier, CFA1 год назад

Excellent, acceleration towards AGI and Super-intelligence.

Фото профиля BowtiedWhitebat + Read Pinned Tweet or NGMI

BowtiedWhitebat + Read Pinned Tweet or NGMI1 год назад

soon every single MSM wil be sayin that nuclear energy is GREAT AND GREEN

Фото профиля Tsarathustra

Tsarathustra1 год назад

I hope so, it's about time

Фото профиля Rob’s Educated Guesses

Rob’s Educated Guesses1 год назад

But they spent $20b last qtr so it might have peaked?

Фото профиля Tsarathustra

Tsarathustra1 год назад

I think they will keep spending $20B per quarter; they are buying as much as they can

Фото профиля AI Leaks and News

AI Leaks and News1 год назад

I bet they’ll end up spending more too

Фото профиля Plutus

Plutus1 год назад

It's astonishing that a single company's annual investment in data centers exceeds 100 trillion KRW. The scale is truly on another level!

Фото профиля Z.Hsn

Z.Hsn1 год назад

This also means a profound centralisation in AI

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