Quotesby GlyphInvestment quotes
35 quotes from 20 people
- I have my doubts that the labs can afford to spend a constant portion of this compute on internal R&D as the total volume goes up, especially with plans to IPO, as they face increased scrutiny on basic economics.
- But in my view, the net effect of the last decade of “Doomer” talk (Coxon appears to be a card-carrying member of that party) has been to make the Frontier AI companies wealthier and more powerful.
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- The narrow problem with that is that fiber construction was far ahead of demand, where AI compute construction is far behind demand, though, as above, we don’t know what that supply/demand balance will look like in the future.
- If you really like the ROIC [Return on Invested Capital] of a business, you want the ‘C’ to be as high as possible. It's not speculative...
- AI is entering a new era, and the countries that build the infrastructure for this transformation will shape the future of technology, industry and society...
- Founders running successful AI companies should all take a cold hard look at exiting in the next 12-18 months, which may be a value maximizing moment for outcomes.
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- AI is a once-in-a-lifetime opportunity where the current growth is unprecedented and the future growth even bigger.
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- I’ve come to a different conclusion: I don’t think we’re in a bubble (which, paradoxically, maybe is the truest evidence we are).
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- If my revenue is not $1 trillion dollars, if it’s even $800 billion, there’s no force on earth, there’s no hedge on earth that could stop me from going bankrupt if I buy that much compute.
- With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital.
- To meet customer demand and capitalize on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.
- AI projects, on the other hand, are taking far more capital, by far smaller teams, and turning that into historic growth rates for both new users and revenue.
- Over the next few months, we expect to sign-up several additional multi-billion-dollar customers and RPO is likely to exceed half-a-trillion dollars.
- In the future, it is unlikely that many new core LLM companies will get started due to capital moats, barring some new breakthrough that somehow doesn’t spread quickly.
- Fundamentally, if your mission is to make customers’ lives better and easier every day, and you believe every customer experience will be reinvented by AI, you’re going to invest deeply and broadly in AI.
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- We have now signed cloud agreements with several world leading technology companies including: OpenAI, xAI, Meta, NVIDIA and AMD. We expect that our huge $130 billion sales backlog will help drive a 15% increase in Oracle’s overall revenue in our next fiscal year beginning this June.
- AI is reshaping our daily lives and semiconductor technology is the foundation for new capabilities and applications. With the success of our first fab in Arizona, along with needed government support and strong customer partnerships, we intend to expand our U.S. semiconductor manufacturing investment by an additional $100 billion, bringing our total planned investment to $165 billion.
- The socioeconomic value of linearly increasing intelligence is super-exponential in nature. A consequence of this is that we see no reason for exponentially increasing investment to stop in the near future.
- In FY 2025, Microsoft is on track to invest approximately $80 billion to build out AI-enabled datacenters to train AI models and deploy AI and cloud-based applications around the world.
- In the end, we might conclude the best policy for human welfare is to invest aggressively in AI rather than to encumber it.
- One undeniable trend over the past, let's call it five years, has been the collapse of the Chinese startup sector.
- With our remaining performance obligation (RPO) up 50% to $97 billion, we believe our already impressive growth rates will continue to climb even higher. This fiscal year, total Oracle Cloud revenue should top $25 billion.
- AI’s $200B question is now AI’s $600B question.
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- But we need to make sure not to believe in the delusion that has now spread from Silicon Valley to the rest of the country, and indeed the world. That delusion says that we’re all going to get rich quick, because AGI is coming tomorrow, and we all need to stockpile the only valuable resource, which is GPUs.
- Every quote from David Cahn
- Over the past year, the talk of the town has shifted from $10 billion compute clusters to $100 billion clusters to trillion-dollar clusters.
- At the end of the day, we basically realized we've got to solve general intelligence and we just upped the ante and the investment to make sure that we could do that.
- Cloud providers are easily the biggest funders of foundation models, not venture capitalists.
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- Nonetheless, these early signs of success don’t change the reality that a lot of AI companies simply do not have product-market fit or a sustainable competitive advantage, and that the overall ebullience of the AI ecosystem is unsustainable.
