不知道会不会是winner takes all. 我觉得NVDA会大涨，供不应求啊，微软和亚麻都在大建AI数据中心，
所有的巨头都在买它的芯片。字节跳动刚说要买7B.
Microsoft spent $55.7 billion on capital expenditures during its fiscal 2024 (which ended June 30), most of which went toward data center infrastructure and chips. The company says it plans to spend $80 billion in fiscal 2025.
Amazon's capital expenditures during the first half of 2024 alone were $30.5 billion, and it plans to spend even more in the second half to support the growth it's seeing in AI.
Meta Platforms expects its capital expenditures to come in somewhere between $37 billion and $40 billion for 2024, and it forecasts "significant growth" in that number for 2025 to support its AI projects. Meta's Llama 3.1 LLM was trained on 16,000 H100 GPUs, but the company plans to expand its capacity to 600,000 H100 equivalents by the end of this year.
Alphabet spent $25 billion on capital expenditures in the first half of 2024, and it expects to spend roughly the same in the second half.
Tesla expects to spend a total of $10 billion on capital expenditures in 2024 as it works to bring a cluster of 50,000 GPUs online to advance the development of its self-driving software.
所有的巨头都在买它的芯片。字节跳动刚说要买7B.
Microsoft spent $55.7 billion on capital expenditures during its fiscal 2024 (which ended June 30), most of which went toward data center infrastructure and chips. The company says it plans to spend $80 billion in fiscal 2025.
Amazon's capital expenditures during the first half of 2024 alone were $30.5 billion, and it plans to spend even more in the second half to support the growth it's seeing in AI.
Meta Platforms expects its capital expenditures to come in somewhere between $37 billion and $40 billion for 2024, and it forecasts "significant growth" in that number for 2025 to support its AI projects. Meta's Llama 3.1 LLM was trained on 16,000 H100 GPUs, but the company plans to expand its capacity to 600,000 H100 equivalents by the end of this year.
Alphabet spent $25 billion on capital expenditures in the first half of 2024, and it expects to spend roughly the same in the second half.
Tesla expects to spend a total of $10 billion on capital expenditures in 2024 as it works to bring a cluster of 50,000 GPUs online to advance the development of its self-driving software.
MSFT news is big for chip stocks.