NYTimes.com: In Race to Build A.I., Tech Plans a Big Plumbing Upgrade

[John Clark]

Explore this gift article from The New York Times. You can read it for free without a subscription.

In Race to Build A.I., Tech Plans a Big Plumbing Upgrade

The spending that the industry’s giants expect artificial intelligence to require is starting to come into focus — and it is jarringly large.

https://www.nytimes.com/2024/04/27/technology/ai-big-tech-spending.html?unlocked_article_code=1.n00.wnjx.g7BWR6BsPrbE&smid=em-share

[smitra]

Massive spending is needed, but the profits will be meagre on the short
to medium term, just like it was in case of the Internet in the early
2000s. Investors have priced in massive profits, but that cannot happen,
because it all has to trickle down from the end-consumer who aren't
going to be able to spend a lot more in the short to medium term.

Investors are slowly starting to see the writing on the wall, that's why
META shares sold off on the news that META plans to invest a lot more in
AI. NVIDIA may follow suit soon:


https://www.youtube.com/watch?v=L1FWykYvV10&t=870s

Saibal

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[Brent Meeker]

https://www.youtube.com/watch?v=ulFqG-0k1s4

Brent

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