#capex — Public Fediverse posts

i sort of agree with ed zitron - the moment the ai companies stop spending the mkt crashes - why else did nvidia need to borrow 500b #capex

Nvidia is now the world’s most valuable company. Wall Street is betting its AI chips can “defy the laws of finance”. But the bigger bet is on hyperscalers spending at unprecedented scale. Whether the math adds up may be the biggest wager in the global economy. Today’s Number Theory looks at the numbers.

Read on HT news app: https://www.hindustantimes.com/editors-pick/the-other-i-in-ai-cost-of-investment-number-theory-101786669047673.html

#AI #Hyperscalers #Google #Amazon #Oracle #Meta #Microsoft #DataCenters #Capex #DataViz

Tagged Entities: @Alphabet @Google @Amazon @Microsoft @meta @Bloomberg @nasdaq @SPGlobal

Hashtags & Keywords: #BigTech #ArtificialIntelligence #CapEx #Markets #Economy #Stocks #Alphabet #FederalReserve #YieldCurve #Investing #Finance #TechNews

@paulshardware underclocking ram expectations - ok paul but what happens when hyperscalers upgrade - we are looking at wave after wave of cheap enterprise gear - smb mkt may well benefit #capex #opex

AI capex passes the $1 trillion mark, and the next $745 billion lands within twelve months

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https://1ban.news/hyperscaler-ai-capex-trillion-2026/

#1ban #hyperscaler #capex #trillion #tech #technology

@quixoticgeek only a small part of the money spent (wasted?) on data centres has gone into the buildings. Most of it is spent on the GPUs, high bandwidth memory and networking. Most of it cannot be easily repurposed.

Analysis at this link:
https://epoch.ai/data-insights/ai-datacenter-cost-breakdown

#ai #capex #datacentres

RE: https://c.im/@cdarwin/116994259492739459

Most shock value: need to make > $1.5 trillion in new profit… as in:
“Hyperscalers have spent over $1 trillion in capex since 2022. If we assume that even half of that is AI data centers, they need to make over $1.5 trillion in brand spanking new profit, not revenue, but actual profit, to justify any of these expenditures. have spent over $1 trillion in capex since 2022. If we assume that even half of that is AI data centers, they need to make over $1.5 trillion in brand spanking new profit, not revenue, but actual profit, to justify any of these expenditures.””

#Hyperscalers #AI #LLMs #capex #DataCentres #profit

💸💸 Google just had its first negative cash flow quarter due to massive AI spending

｢ As a result of its increasing AI demands, Google reports it spent $44.9 billion expanding its AI footprint in the second quarter, and you don’t need an accounting degree to know which number is larger. With $39.1 billion in cash income, this spending left Google with -$5.8 billion free cash flow ｣

https://arstechnica.com/google/2026/07/google-just-had-its-first-negative-cash-flow-quarter-ever-due-to-massive-ai-spending/

#ai #google #capex #datacenters

i think the mkt needs to lose several thousand points and become more balanced - the irony is that by losing they end up making the mkt stronger long term - spacex ipo crashing to earth has set the tone but the narrative has a long run out - you won't unwind this fast, local ai for smb may end up saving the day (over next 3-5 yrs) #capex withdrawals #private equity #rsi #macd crossover

Wer hat den #Nasdaq Index heut um 2,15 % in den Keller getreten? #Tesla mit 1em besseren Quartal, aber unter den Erwartungen. #Google Erwartungen übertroffen, aber erstmals mit negativem Cashflow wegen #datacenter #capex
This will not end well 😎

File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'

Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags

@canartuc ms may be the lone exception to the rule, they love linux so they own linux
#capex #erp

telegraph.co.uk:
Financial stability could ... be at risk in the event of an AI bust,” the BIS said. “Should hyperscalers slow or halt the aggressive pace of capex deployment, many borrowers across the supply chain could struggle to replace lost revenue and service their debt. #shadow banking #private equity #bets #capex

💰 Oracle's AI datacenter splurge gives investors the capex jitters

｢ Despite revenue for Q4 (ended May 31) rising 21 percent year-on-year to $19.2 billion, Oracle's share price fell as markets reacted to its increasing capex, as analysts raised concerns about how Big Red would fund the investments in datacenters. Capex for fiscal 2026 reached $55.7 billion, up from $21.2 billion a year earlier. ｣

https://www.theregister.com/paas-and-iaas/2026/06/11/oracles-ai-datacenter-splurge-gives-investors-the-capex-jitters/5254035

#datacenters #ai #oracle #capex

117 ИТ-проектов и один вопрос, который убил большинство из них

117 ИТ-инициатив, 10+ лет горизонта реализации и один вопрос к бизнесу: «Ты готов за эту цифру отвечать?» Разбираю, как через реестр, ресурсную модель, P&L и системные ограничения отсеять проекты, которые съедают людей, бюджет и внимание.

https://habr.com/ru/articles/1044356/

#PMO #ITменеджмент #управлениепроектами #портфельпроектов #PnL #ROI #CAPEX #OPEX #backlog #ресурсноепланирование

#TorstenSlok, chief economist, Apollo Global Management: the #S&P500 #IT sector's share of total index #capex has surged to a record-high 35%, as #hyperscalers race to build out #AI #infrastructure at unprecedented scale

“the #AI #capex #boom may still be carrying parts of the #economy, but AI #datacenters don’t float above the physical world. They need electricity, transformers, metals, cooling, financing, and political permission.”

RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mlvqm55c6k2i

Сколько стоит внедрить AI？Отвечаем с LCOAI

Компании во многих отраслях переходят от AI-экспериментов к масштабным внедрениям, сталкиваясь с трудностями в оценке сопутствующих издержек. Традиционные фин.модели не всегда отражают экономическую сложность развертывания и сопровождения AI решений, что приводит к заблуждениям в сравнении альтернативных вариантов решений. В сегодняшней статье разберем LCOAI - адаптированный для AI подход к оценке стоимости владения цифровым продуктом - и ответим на вопрос "Сколько же стоит внедрить этот ваш ИИ?“.

https://habr.com/ru/companies/raft/articles/1027748/

#ai #tco #capex #opex #lcoai #cloud #onpremise #product_management #infrastructure #scaling

The article is a bit skimpy on details and the curves really simplistic – well it's log scale – but the conclusion I can see, even if fusion power plants would work, they probably won't be cost effective soon.

#fusionpower #powergeneration #capex

https://www.nature.com/articles/s41560-026-02022-9

Tesla ramps up capital spending as it shifts toward AI and new factories

📰 Original title: Tesla Enters Its Capexmaxxing Era

🤖 IA: It's clickbait ⚠️
👥 Usuarios: It's clickbait ⚠️

View full AI summary: https://killbait.com/en/tesla-ramps-up-capital-spending-as-it-shifts-toward-ai-and-new-factories/?redirpost=32e3f0a0-5939-4d06-b39b-b01c533434cb

#business #tesla #capex #ai

Expanding our #S3:

- #seaweedfs: 3 masters, 3 filers and 6 volume servers across 2 zones (datacenters)
- #garage: 2 different clusters, one of that consists of 6 nodes across 3 zones, the other is just 3 nodes in single zone.

But we still use S3 from cloud providers (mostly for archiving), because those are more flexible and cheaper on #capex.

AI 거품 붕괴 시나리오, 빅테크 capex 게임과 AI 스타트업의 딜레마

https://aisparkup.com/posts/10687