Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

OpenAI CEO Sam Altman said AI infrastructure spending only works if new revenue flows into ecosystem after responding to a question about “circular financing.” $AMZN CEO Andy Jassy also added that its planned ~$200B 2026 CapEx is backed by strong demand signals and clear visibility to monetization over the... show more

Shay Boloor

422,366 subscribers

97,333 görüntüleme • 6 ay önce •via X (Twitter)

Haberler & Politika Bilim & Teknoloji Finans

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

$AMZN CEO Andy Jassy: "We have very strong demand signals, very clear line of sight to those" "We have very high confidence that we're gonna be able to monetize what we're spending and we're going to like the economics a lot in that business" The most underestimated company in the world

$AMZN CEO Andy Jassy: "We have very strong demand signals, very clear line of sight to those" "We have very high confidence that we're gonna be able to monetize what we're spending and we're going to like the economics a lot in that business" The most underestimated company in the world

Bourbon Capital

106,090 görüntüleme • 5 ay önce

$AMZN stock has been punished for the $200B in capex planned for 2026, which will push free cash flow negative this year. Many investors see the spending, but not the timing. As Andy Jassy explained, the $200B being invested today will only start generating meaningful revenue after 18–24 months. This means we haven’t even seen the full impact of the 2025 capex yet. The capacity is being built now, but the revenue will come later. And despite this, $AMZN and other hyperscalers are already reporting outstanding earnings. Between the second half of 2027 and early 2028, the revenue and margin expansion will be massive. We are so early.

$AMZN stock has been punished for the $200B in capex planned for 2026, which will push free cash flow negative this year. Many investors see the spending, but not the timing. As Andy Jassy explained, the $200B being invested today will only start generating meaningful revenue after 18–24 months. This means we haven’t even seen the full impact of the 2025 capex yet. The capacity is being built now, but the revenue will come later. And despite this, $AMZN and other hyperscalers are already reporting outstanding earnings. Between the second half of 2027 and early 2028, the revenue and margin expansion will be massive. We are so early.

Daniel

241,466 görüntüleme • 6 ay önce

Amazon CEO Andy Jassy boosts India bets after meeting PM Modi Amazon CEO Andy Jassy, after meeting PM Narendra Modi in Delhi, praised the PM’s 12-year vision for India’s development and global leadership. Amazon has invested $40B in India since 2010 and is now increasing its planned 2026-2030 commitment from $35B to $48B, with stronger focus on AI and cloud infrastructure.

Amazon CEO Andy Jassy boosts India bets after meeting PM Modi Amazon CEO Andy Jassy, after meeting PM Narendra Modi in Delhi, praised the PM’s 12-year vision for India’s development and global leadership. Amazon has invested $40B in India since 2010 and is now increasing its planned 2026-2030 commitment from $35B to $48B, with stronger focus on AI and cloud infrastructure.

Megh Updates 🚨™

24,972 görüntüleme • 2 ay önce

OpenAI CEO Sam Altman: "superintelligence is going to get built. we're on the glide path, and the path to getting there is very clear" This is the first time in over a decade that I've seriously thought about what comes next, which is why I subjectively feel that we're close

OpenAI CEO Sam Altman: "superintelligence is going to get built. we're on the glide path, and the path to getting there is very clear" This is the first time in over a decade that I've seriously thought about what comes next, which is why I subjectively feel that we're close

Haider.

25,124 görüntüleme • 1 ay önce

#ExpressAdda | “I honestly think the idea of putting data centres in space is ridiculous,” said OpenAI CEO Sam Altman. Responding to a question on whether the world has enough computing power for countries like India to become AI-first societies, Altman said, “Not yet,” adding that the scale of demand far exceeds current global capacity. “If you multiply that out… we have no way to deliver a trillion GPUs anytime soon. We’re not going to do that, to be clear.” He was in conversation with The Indian Express’ Anant Goenka. Radico Khaitan 360 ONE Wealth

#ExpressAdda | “I honestly think the idea of putting data centres in space is ridiculous,” said OpenAI CEO Sam Altman. Responding to a question on whether the world has enough computing power for countries like India to become AI-first societies, Altman said, “Not yet,” adding that the scale of demand far exceeds current global capacity. “If you multiply that out… we have no way to deliver a trillion GPUs anytime soon. We’re not going to do that, to be clear.” He was in conversation with The Indian Express’ Anant Goenka. Radico Khaitan 360 ONE Wealth

The Indian Express

14,942 görüntüleme • 6 ay önce

OpenAI CEO was asked what he thinks about Elon Musk x poast saying “OpenAI will eat Microsoft alive” and Satya responding to that: Sam Altman >ummm… you know i don’t think about him that much. host: what do you think about the larger idea though that oai will eat microsoft alive long-term > OpenAI CEO: “I don’t know what that means. Do you know what the means?” host: Yeah that in the grand scheme of partnership ultimately OAI will have MORE POWER, MORE INFLUENCE, MORE LEVERAGE over Microsoft than Microsoft have over OAI > Altman: “he’s just tweeting all day how much openai sucks and how our model is bad and we’re not going to be a good company” Notice Sam Altman didn’t answer the question.

OpenAI CEO was asked what he thinks about Elon Musk x poast saying “OpenAI will eat Microsoft alive” and Satya responding to that: Sam Altman >ummm… you know i don’t think about him that much. host: what do you think about the larger idea though that oai will eat microsoft alive long-term > OpenAI CEO: “I don’t know what that means. Do you know what the means?” host: Yeah that in the grand scheme of partnership ultimately OAI will have MORE POWER, MORE INFLUENCE, MORE LEVERAGE over Microsoft than Microsoft have over OAI > Altman: “he’s just tweeting all day how much openai sucks and how our model is bad and we’re not going to be a good company” Notice Sam Altman didn’t answer the question.

NIK

271,035 görüntüleme • 1 yıl önce

$AMD MI400 series & Sam Altman OpenAI Sam Alman praised MI400 series GPUs and MI450, and stated “The memory architecture is great for inference [and] for training as well.” and a "Game changer" for frontier AI Models Ok we have Elon Musk xAI , Mark Zuckerberg $META, Sam Alman OpenAI , Tareq Amin( CEO of Saudi), Satya Nadella $MSFT, Andy Jassy $AMZN, Larry Ellison $ORCL and many CEOs from large to small provided positive feedbacks on MI400 series rack solution, which is expected to deliver up to 10x inference performance over piror generations. And short sellers/bears are still beating down on $AMD H2 2025 and 2026? AMD will hit new ATH before year end. Not Financial Advice!

$AMD MI400 series & Sam Altman OpenAI Sam Alman praised MI400 series GPUs and MI450, and stated “The memory architecture is great for inference [and] for training as well.” and a "Game changer" for frontier AI Models Ok we have Elon Musk xAI , Mark Zuckerberg $META, Sam Alman OpenAI , Tareq Amin( CEO of Saudi), Satya Nadella $MSFT, Andy Jassy $AMZN, Larry Ellison $ORCL and many CEOs from large to small provided positive feedbacks on MI400 series rack solution, which is expected to deliver up to 10x inference performance over piror generations. And short sellers/bears are still beating down on $AMD H2 2025 and 2026? AMD will hit new ATH before year end. Not Financial Advice!

Mike

89,051 görüntüleme • 11 ay önce

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies (Save this). When you factor those in, the real 2027 figure is probably closer to $1.5 trillion and AI lab inference revenue combined is tracking toward $300 billion in 2027. On its surface that ratio sounds alarming, spending $1.5 trillion in capex to generate $300 billion in revenue. But the framing collapses the moment you examine two things the bears consistently ignore, gross margins and the revenue trajectory. Gross margins on inference revenue are running at 60 to 70 percent. That means the $300 billion in inference revenue generates $180 to $210 billion in gross profit and that number compounds rapidly as utilization scales on infrastructure that is already built and paid for. The Capex is not being deployed against today's revenue but rather being deployed against a revenue trajectory that has shown no signs of decelerating. To understand how aggressive that trajectory actually is, consider that Morgan Stanley's $1.1 trillion hyperscaler forecast is nearly double what analysts projected for the same year just twelve months ago And they described the demand as inelastic, meaning it is not slowing down regardless of rising costs, tighter financing conditions or geopolitical risk. The AI industry ended 2025 tracking well over $200 billion in combined inference revenue and the growth rate since then has continued to accelerate rather than flatten. Anthropic alone scaled from negligible revenue to a $30 billion annualized run rate in approximately 18 months while OpenAI is tracking toward $280 billion in annual revenue by 2030 from $13 billion in 2025. There is also a structural reality in the capex number that the bears never account for. Roughly 35 percent of total AI spending goes toward training, building the next model generation which is not revenue-generating in the current period. That means only about 65 percent of the $1.5 trillion in capex is actually deployed against the inference infrastructure that earns revenue today. When you apply the 60 to 70 percent gross margin to the revenue that sits on top of that 65 percent figure, the economics look substantially better than the headline capex to revenue ratio implies. Every CEO who has been closest to this buildout has consistently underestimated it and Jensen Huang projected $1 trillion in AI capex two years ago and was called delusional. Dario Amodei said in early 2026 that AI revenues would reach the low hundreds of billions by 2028 and trillions before 2030 and given where Anthropic's own revenue trajectory is today, he is likely revising those numbers upward. The pattern here is consistent, every time someone models the revenue ceiling, the actual number breaks through it faster than expected. Come join Milk Road Pro for our full breakdown, the real unit economics of the AI inference buildout, how the capex to revenue ratio evolves over the next three years, and our entire AI thesis! Link below!

Morgan Stanley just raised their 2027 AI capex forecast to $1.1 trillion and that number still doesn't include SpaceX or a lot of the other AI companies (Save this). When you factor those in, the real 2027 figure is probably closer to $1.5 trillion and AI lab inference revenue combined is tracking toward $300 billion in 2027. On its surface that ratio sounds alarming, spending $1.5 trillion in capex to generate $300 billion in revenue. But the framing collapses the moment you examine two things the bears consistently ignore, gross margins and the revenue trajectory. Gross margins on inference revenue are running at 60 to 70 percent. That means the $300 billion in inference revenue generates $180 to $210 billion in gross profit and that number compounds rapidly as utilization scales on infrastructure that is already built and paid for. The Capex is not being deployed against today's revenue but rather being deployed against a revenue trajectory that has shown no signs of decelerating. To understand how aggressive that trajectory actually is, consider that Morgan Stanley's $1.1 trillion hyperscaler forecast is nearly double what analysts projected for the same year just twelve months ago And they described the demand as inelastic, meaning it is not slowing down regardless of rising costs, tighter financing conditions or geopolitical risk. The AI industry ended 2025 tracking well over $200 billion in combined inference revenue and the growth rate since then has continued to accelerate rather than flatten. Anthropic alone scaled from negligible revenue to a $30 billion annualized run rate in approximately 18 months while OpenAI is tracking toward $280 billion in annual revenue by 2030 from $13 billion in 2025. There is also a structural reality in the capex number that the bears never account for. Roughly 35 percent of total AI spending goes toward training, building the next model generation which is not revenue-generating in the current period. That means only about 65 percent of the $1.5 trillion in capex is actually deployed against the inference infrastructure that earns revenue today. When you apply the 60 to 70 percent gross margin to the revenue that sits on top of that 65 percent figure, the economics look substantially better than the headline capex to revenue ratio implies. Every CEO who has been closest to this buildout has consistently underestimated it and Jensen Huang projected $1 trillion in AI capex two years ago and was called delusional. Dario Amodei said in early 2026 that AI revenues would reach the low hundreds of billions by 2028 and trillions before 2030 and given where Anthropic's own revenue trajectory is today, he is likely revising those numbers upward. The pattern here is consistent, every time someone models the revenue ceiling, the actual number breaks through it faster than expected. Come join Milk Road Pro for our full breakdown, the real unit economics of the AI inference buildout, how the capex to revenue ratio evolves over the next three years, and our entire AI thesis! Link below!

Milk Road AI

21,141 görüntüleme • 2 ay önce

Sam Altman says an AI will be a better CEO of OpenAI than him in the reasonably near future Once that becomes clear, companies and countries will face pressure to give AI more influential roles or fall behind "people will still want humans, but if AI is better, more power will shift to AI"

Sam Altman says an AI will be a better CEO of OpenAI than him in the reasonably near future Once that becomes clear, companies and countries will face pressure to give AI more influential roles or fall behind "people will still want humans, but if AI is better, more power will shift to AI"

Haider.

31,627 görüntüleme • 5 ay önce

OpenAI saga in 90 seconds: - Thursday night, Sam Altman gets a text from Ilya Sutskever, OpenAI’s chief scientist & board member asking to chat on Friday. - Friday at Noon, Sam Altman is fired by the Open AI board because he was “not consistently candid in his communications.” - CTO Mira Murati is made Interim CEO. - Microsoft, OpenAI’s largest investor, found out about the move 1 minute before the announcement. Their stock gets crushed. - Right after, Greg Brockman, OpenAI’s President is asked to chat, where he’s told he’s removed from the board but retaining his role. - Greg resigns from OpenAI in solidarity with Sam Altman shortly after. - Tech news & twitter subsequently blow the f*ck up. - Sam Altman fires off a few tweets saying how grateful he was for openAI and the people and how he’d have more things to say soon. - OpenAI employees start tweeting hearts supposedly a signal to the board of who would leave OpenAI to follow Sam Altman if the decision was kept. - By Saturday, rumors start that the OpenAI board is in discussions to bring Sam Altman back as CEO. - Sam Altman tweets out a picture of him wearing a guest pass at OpenAI HQ. - Microsoft & Satya Nadella lead the charge to negotiate with the board. - Board negotiation ends with Altman officially being out on Sunday night & employees streaming out of the office. - Monday morning Twitch cofounder Emmett Shear is named interim CEO. - Around the same time, Satya Nadella announces that Sam is joining Microsoft as the CEO of a new AI research group & former OpenAI leaders like Greg Brockman are joining him. - Still Monday Morning, OpenAI employees share a letter with the board where 650 of 700 employees tell the board to resign.

OpenAI saga in 90 seconds: - Thursday night, Sam Altman gets a text from Ilya Sutskever, OpenAI’s chief scientist & board member asking to chat on Friday. - Friday at Noon, Sam Altman is fired by the Open AI board because he was “not consistently candid in his communications.” - CTO Mira Murati is made Interim CEO. - Microsoft, OpenAI’s largest investor, found out about the move 1 minute before the announcement. Their stock gets crushed. - Right after, Greg Brockman, OpenAI’s President is asked to chat, where he’s told he’s removed from the board but retaining his role. - Greg resigns from OpenAI in solidarity with Sam Altman shortly after. - Tech news & twitter subsequently blow the f*ck up. - Sam Altman fires off a few tweets saying how grateful he was for openAI and the people and how he’d have more things to say soon. - OpenAI employees start tweeting hearts supposedly a signal to the board of who would leave OpenAI to follow Sam Altman if the decision was kept. - By Saturday, rumors start that the OpenAI board is in discussions to bring Sam Altman back as CEO. - Sam Altman tweets out a picture of him wearing a guest pass at OpenAI HQ. - Microsoft & Satya Nadella lead the charge to negotiate with the board. - Board negotiation ends with Altman officially being out on Sunday night & employees streaming out of the office. - Monday morning Twitch cofounder Emmett Shear is named interim CEO. - Around the same time, Satya Nadella announces that Sam is joining Microsoft as the CEO of a new AI research group & former OpenAI leaders like Greg Brockman are joining him. - Still Monday Morning, OpenAI employees share a letter with the board where 650 of 700 employees tell the board to resign.

Alex Lieberman

957,503 görüntüleme • 2 yıl önce

🚨 NOW: The FBI is RAIDING the home of a 20-year-old man who threw a molotov cocktail at the home of OpenAI CEO Sam Altman Over a DOZEN federal agents are executing this search warrant. The suspect's motive was supposedly due to strong anti-AI sentiments, and other AI CEOs were also on his hit list.

🚨 NOW: The FBI is RAIDING the home of a 20-year-old man who threw a molotov cocktail at the home of OpenAI CEO Sam Altman Over a DOZEN federal agents are executing this search warrant. The suspect's motive was supposedly due to strong anti-AI sentiments, and other AI CEOs were also on his hit list.

Nick Sortor

131,501 görüntüleme • 4 ay önce

$IONQ CEO on Q1 2026: “We expect revenue to be about double last year.” Fact: 60% of $IONQ’s revenue comes from commercial customers. Over 35% of revenue is powered by multi-product sales: Hardware, networking, and security. $IONQ is no longer a lab science project. It’s a scaled commercial platform backed by a $470 million backlog, up 554% YoY. This allows for real visibility into forward multi-quarter guidance. Why would $IONQ not double its last year revenue in 2026?

$IONQ CEO on Q1 2026: “We expect revenue to be about double last year.” Fact: 60% of $IONQ’s revenue comes from commercial customers. Over 35% of revenue is powered by multi-product sales: Hardware, networking, and security. $IONQ is no longer a lab science project. It’s a scaled commercial platform backed by a $470 million backlog, up 554% YoY. This allows for real visibility into forward multi-quarter guidance. Why would $IONQ not double its last year revenue in 2026?

Investor Denis

15,464 görüntüleme • 3 ay önce

$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.

$AMZN CEO: “Customers badly want better price/performance. This is why we build custom chips. ” If $AMZN chip business was a standalone company, it would be at $50 billion ARR. Let that sink in. It’ll only accelerate from here as bulk of the AI workloads shift to inference and inference itself becomes more agentic. This will not only result in cheaper inference for customers, but it’ll also expand AWS margins by 7-8% as Jassy said in the earnings call. Imagine where $AMZN valuation would be if AWS growth keeps above 20% for the next decade and net margin stays above 30% thanks to custom chips. Long $AMZN.

Oguz Erkan

61,999 görüntüleme • 4 ay önce

Ash Sarkar, "Sam Altman CEO of OpenAI said AI will cure cancer. Now says you can have sex with a robot" "And I think that tells you something about the direction that this is going in" "Which is, rather than AI enhancing human innovation, critical thinking, the progress of science" "It's being used to exploit our insecurities" #BBCQT

Ash Sarkar, "Sam Altman CEO of OpenAI said AI will cure cancer. Now says you can have sex with a robot" "And I think that tells you something about the direction that this is going in" "Which is, rather than AI enhancing human innovation, critical thinking, the progress of science" "It's being used to exploit our insecurities" #BBCQT

Farrukh

280,660 görüntüleme • 10 ay önce

One of the best talks on AI over the past year was at Burning Man. Burning Man Project We’re grateful to share this recording with permission from Sam Altman (Sam Altman technologist, CEO of OpenAI & creator of ChatGPT) and Android Jones (Android Jones ) talking about “The Future of Art in the Age of AI.” It’s real, it’s raw, and it could have only happened in Black Rock City. Afterward Sam texted Android and I, and said that he took notes from this conversation, sent them to the OpenAi team, and that it changed their path forward.

One of the best talks on AI over the past year was at Burning Man. Burning Man Project We’re grateful to share this recording with permission from Sam Altman (Sam Altman technologist, CEO of OpenAI & creator of ChatGPT) and Android Jones (Android Jones ) talking about “The Future of Art in the Age of AI.” It’s real, it’s raw, and it could have only happened in Black Rock City. Afterward Sam texted Android and I, and said that he took notes from this conversation, sent them to the OpenAi team, and that it changed their path forward.

Satya Kamdar

156,625 görüntüleme • 3 yıl önce

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Sam Badawi

65,947 görüntüleme • 3 ay önce

$NVDA New CEO JenSen Huang on CNBC Full🎙️ ~NVIDIA and OpenAI partnership since 2016; different than $AMD and OpenAI deal. ~OpenAI gonna have to raise funding to fund the Data centers, cited OpenAI revenue is growing very fast. ~ xAI & NVDA equity raise ~ Is this a Bubble discussion? ~General AI and Specialized AI ~AI ecosystem will need more Chip makers ~US vs China AI Arms Race ~ H1B ~Energy (implying self-generated energy data center) Demand for computing in the last 6 months went up substantially! Source and Credit: CNBC

$NVDA New CEO JenSen Huang on CNBC Full🎙️ ~NVIDIA and OpenAI partnership since 2016; different than $AMD and OpenAI deal. ~OpenAI gonna have to raise funding to fund the Data centers, cited OpenAI revenue is growing very fast. ~ xAI & NVDA equity raise ~ Is this a Bubble discussion? ~General AI and Specialized AI ~AI ecosystem will need more Chip makers ~US vs China AI Arms Race ~ H1B ~Energy (implying self-generated energy data center) Demand for computing in the last 6 months went up substantially! Source and Credit: CNBC

Mike

50,667 görüntüleme • 10 ay önce