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The Hyperscalers Are Hyper-Spending
Manage episode 464062591 series 3329
内容由The Motley Fool提供。所有播客内容（包括剧集、图形和播客描述）均由 The Motley Fool 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。
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?
(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:
- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.
- The future of Reality Labs.
- Microsoft’s $13B-and-growing AI business.
- Why “fungible fleet” is a potentially ominous phrase for Sam Altman
Companies discussed: META, MSFT, NVDA
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Manage episode 464062591 series 3329
内容由The Motley Fool提供。所有播客内容（包括剧集、图形和播客描述）均由 The Motley Fool 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。
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?
(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:
- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.
- The future of Reality Labs.
- Microsoft’s $13B-and-growing AI business.
- Why “fungible fleet” is a potentially ominous phrase for Sam Altman
Companies discussed: META, MSFT, NVDA
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
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