AI Will Conquer the World!
In the last two months:
1) $NEBIUS(NBIS)$ signed $17 billion deal $Microsoft(MSFT)$ .
2) $Alphabet(GOOG)$ signed $3.5 billion deal with $TeraWulf Inc.(WULF)$ .
3) $IREN Ltd(IREN)$ signed $10 billion deal with $Microsoft(MSFT)$ .
4) $Amazon.com(AMZN)$ signed $5.5 billion deal with $Cipher Mining Inc.(CIFR)$ .
Why are hyperscalers renting capacity rather than building it?
They are trying to limit their risk if something goes wrong with AI or there happens to be significant excess capacity.
They are leaving the operational risk and balance sheet risk on others while limiting their own risk with what they have committed.
Despite being super bullish on AI, they still don’t know what the ROI will be and whether increasing the scale and capacity will solve all the problems.
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- YueShan·11-04Good ⭐⭐⭐LikeReport