The Hyperscalers Are Hyper-Spending
发布时间 2025-01-30 21:00:00 来源
摘要
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?
(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:
- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.
- The future of Reality Labs.
- Microsoft’s $13B-and-growing AI business.
- Why “fungible fleet” is a potentially ominous phrase for Sam Altman
Companies discussed: META, MSFT, NVDA
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
GPT-4正在为你翻译摘要中......
