alt Hacker NewsAre 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....
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....
Google has a committed cloud compute backlog of $462b. That's their compute buildout for the next ~2.5 years completely financed.