Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
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Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
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Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#2Financially liquid companies locked into feeding AWS (with their 50%-ish profit margin) should buy Nvidia/TSMC/ASML/(AMD) stock to get some of their money back?
Totally not a bubble.
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#3Financially liquid companies locked into feeding AWS (with their 50%-ish profit margin) should buy Nvidia/TSMC/ASML/(AMD) stock to get some of their money back? Totally not a bubble.
I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#4[dead]
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#5Financially liquid companies locked into feeding AWS (with their 50%-ish profit margin) should buy Nvidia/TSMC/ASML/(AMD) stock to get some of their money back? Totally not a bubble.
I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.
If AI actually starts replacing jobs, society is going to collapse/restructure to the point that risk management no longer applies.
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#6This seems like a fine decision by Amazon?
If there is a ton of demand for shovels it seems fine to make more shovel factories?
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#7Earlier quoted context omitted.
I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.
If AI actually starts replacing jobs, society is going to collapse/restructure to the point that risk management no longer applies.
It is replacing jobs
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#8Financially liquid companies locked into feeding AWS (with their 50%-ish profit margin) should buy Nvidia/TSMC/ASML/(AMD) stock to get some of their money back? Totally not a bubble.
I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.
What I can't wrap my head around is the fact NVDA almost is a representation of "AI infrastructure" in the narrative. It is weird now that everyone is saying the focus is be in inference / test time scaling compute: inference should be easier to offload to chips from other manufacturers.
Maybe I'm too dense to get it, but that doesn't make sense to me.
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#9Financially liquid companies locked into feeding AWS (with their 50%-ish profit margin) should buy Nvidia/TSMC/ASML/(AMD) stock to get some of their money back? Totally not a bubble.
I've heard arguments that you should buy NVDA as a hedge for losing your job to AI. Not sure what to make of it.
Even if the technology of AI ends up driving a huge economic value there is no guarantee that will translate into NVIDIA stock performance. The expectation that NVIDIA will capture a lot of this value is already priced in to the stock, which is a major reason why the current price is so high.
Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments
#10Earlier quoted context omitted.
If AI actually starts replacing jobs, society is going to collapse/restructure to the point that risk management no longer applies.
It is replacing jobs
> It is replacing jobs
Prematurely, in my opinion only. A lot of those will be coming back unless there's a major breakthrough soon.