Alphane MoonM to HardwareEnglish • 2 months agoAI industry needs to earn $600 billion per year to pay for massive hardware spend — fears of an AI bubble intensify in wake of Sequoia reportwww.tomshardware.comexternal-linkmessage-square13arrow-up167arrow-down11file-text
arrow-up166arrow-down1external-linkAI industry needs to earn $600 billion per year to pay for massive hardware spend — fears of an AI bubble intensify in wake of Sequoia reportwww.tomshardware.comAlphane MoonM to HardwareEnglish • 2 months agomessage-square13file-text
minus-square@[email protected]linkfedilink2•2 months agoThe thing people aren’t talking about enough is the depreciation of all the GPU hardware. The $10B Microsoft spends on Azure GPU hardware may bring in only $5B in revenue, but they get to write off the cost against their taxes.
The thing people aren’t talking about enough is the depreciation of all the GPU hardware. The $10B Microsoft spends on Azure GPU hardware may bring in only $5B in revenue, but they get to write off the cost against their taxes.