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You're Spending How Much On Graphics Cards?

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Manage episode 428054232 series 3377686
内容由Down Round提供。所有播客内容(包括剧集、图形和播客描述)均由 Down Round 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Over the past few weeks, several equity reports – from the likes of Goldman Sachs and Barclays – have sounded the alarm on the amount of capital expenditure currently being spent by the tech industry on building out AI capacity. Analysts and investors are asking: how are you going to pay for all this? And how long do we have to wait for that?

In this ep, we talk about the current discourse, connect it to the dot com bubble, and arrive at a 100% correct take no one could possibly dispute.

See omnystudio.com/listener for privacy information.

  continue reading

192集单集

Artwork

You're Spending How Much On Graphics Cards?

Down Round

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published

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Manage episode 428054232 series 3377686
内容由Down Round提供。所有播客内容(包括剧集、图形和播客描述)均由 Down Round 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Over the past few weeks, several equity reports – from the likes of Goldman Sachs and Barclays – have sounded the alarm on the amount of capital expenditure currently being spent by the tech industry on building out AI capacity. Analysts and investors are asking: how are you going to pay for all this? And how long do we have to wait for that?

In this ep, we talk about the current discourse, connect it to the dot com bubble, and arrive at a 100% correct take no one could possibly dispute.

See omnystudio.com/listener for privacy information.

  continue reading

192集单集

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