Hardware Podcasts

Episode 65: Capex to the Moon!

The Circuit · 29 Apr 2024 · 40m · Episode 66

What this episode covers

Ben Bajarin and Jay Goldberg discuss the unprecedented capital expenditure (Capex) by cloud hyper-scalers like Google, Microsoft, and Amazon, which is projected to reach nearly $200 billion in 2024, driven by the race to build AI infrastructure. They analyze the disconnect between this massive spending and the current lack of clear consumer monetization or revenue growth, comparing the current infrastructure build-out to the fiber boom of the 1990s. The hosts explore the potential for future innovations in AI wearables, AR glasses, autonomous vehicles, and robotics, while noting the deflationary pressure on compute costs as heterogeneous solutions and custom silicon emerge.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Morgan Stanley, Google, Microsoft, Amazon, Meta, Apple, TSMC, NVIDIA, Open AI, Qualcomm, AMD, Intel, Balcom
Products
AWS, Stargate, AI Pin, Rabbit, Vision Pro

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