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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

#21

Post by dgemm »

teitoklien wrote: post #17
scarface_74 wrote: post #12

Earlier quoted context omitted.

Where are these significant cheaper cloud vendors?

… Everywhere ? OVH, Hetzner, Cloudflare, Vultr, Linode, Scaleway, Equinix (ok Equinix this can be pricey at lower levels) A million other regional VPS providers, Colocation Hosts, etc ?

Most of these are what I'd call "cloud in name only" providers - everyone uses the term but you would have significant challenge moving a cloud workload that makes use of the higher layer abstractions to these.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#22

Post by belter »

lesuorac wrote: post #6

This seems like a fine decision by Amazon? If there is a ton of demand for shovels it seems fine to make more shovel factories?

There is a redflag here. Their CapEx is growing faster than revenue. And there is no apparent direct correlation between AWS growth, percentage wise, and CapEx surge...Using CapEx makes profits look higher today...

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#24

Post by everdrive »

lesuorac wrote: post #6

This seems like a fine decision by Amazon? If there is a ton of demand for shovels it seems fine to make more shovel factories?

This seems like a fine decision by Amazon? If there is a ton of demand for [dog shit tacos] it seems fine to make more [dog shit taco] factories?

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#25

Post by late2part »

scarface_74 wrote: post #19

I left AWS Professional Services in 2023. Being in ProServe, I interacted with a lot of different service teams (teams that work on various AWS services) and I got a first hand view of their messaging and strategy. Internally, Amazon/AWS has always been a shitty company for employees. But they always were somewhat innovative and long term focused. I saw things going down hill by the end of 2022. They are definitely a…

Were you one of the many overemployed people that also worked at AWS?

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#26

Post by somanyphotons »

mrbungie wrote: post #8
tripplyons wrote: post #3

Earlier 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.

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.

I think there is a money to be made in making huge slow inference chips

It needs,

* Does the very best model fit in ram

* Does it eventually produce an answer

I'm completely ok with waiting a few minutes for an inference answer if I can avoid spending $250k for an 8x

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#27

Post by decimalenough »

everdrive wrote: post #24
lesuorac wrote: post #6

This seems like a fine decision by Amazon? If there is a ton of demand for shovels it seems fine to make more shovel factories?

This seems like a fine decision by Amazon? If there is a ton of demand for [dog shit tacos] it seems fine to make more [dog shit taco] factories?

Welcome to capitalism. And remember that we're the ones paying for the dog shit tacos that Amazon sells to the companies that then stuff them down our throats, whether we want them or not.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#28

Post by skywhopper »

lesuorac wrote: post #6

This seems like a fine decision by Amazon? If there is a ton of demand for shovels it seems fine to make more shovel factories?

If it’s clear there’s a shovel bubble, though, then it’s a bad idea to over-invest in shovel factories.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#29

Post by skywhopper »

throwaway290 wrote: post #7
url00 wrote: post #5

Earlier 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

Which ones? In reality, I mean, not executives’ fantasies.

Re: Amazon Will Spend Nearly a Year of AWS Revenue on AI Investments

#30

Post by aylmao »

decimalenough wrote: post #27
everdrive wrote: post #24

Earlier quoted context omitted.

This seems like a fine decision by Amazon? If there is a ton of demand for [dog shit tacos] it seems fine to make more [dog shit taco] factories?

Welcome to capitalism. And remember that we're the ones paying for the dog shit tacos that Amazon sells to the companies that then stuff them down our throats, whether we want them or not.

Is it us, or is it VCs?

For the foreseeable future at least.

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