| ▲ | JCM9 3 days ago | |
Does OpenAI have $38 billion to buy this? Does AWS have sufficient free cash flow to pay for this “infrastructure” investment they speak of? Recent analysis shows AWS is burning through Amazon’s free cash on AI buildouts which is very concerning if the bubble pops, leaving Amazon holding the bag of invested capital not making returns. Amazon is a bit late to the party on these headlines, and lots of unanswered questions about what’s really going on here. | ||
| ▲ | gizajob 3 days ago | parent | next [-] | |
No, they don’t have the money at the bottom of their burning pit of other peoples cash. | ||
| ▲ | vessenes 3 days ago | parent | prev [-] | |
oAI is growing rapidly at over $1bn a month in revenues, maybe as much as $2bn if you read between the lines from Sam's interviews. Over 7 years will they see $38bn of revenue demand against inference? ABSOLUTELY. Is it an incredibly good trick to get access to that much infrastructure without having to run a datacenter while you pilot the fastest growth ever consumer tech company? I'd say it is. Others might disagree | ||