The Hyperscalers Are Hyper-Spending
- Forfatter
- Afsnit
- 1762
- Udgivet
- 30. jan. 2025
- Forlag
- 0 Anmeldelser
- 0
- Afsnit
- 1762 of 2000
- Længde
- 22M
- Sprog
- Engelsk
- Format
- Kategori
- Økonomi & Business
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
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