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V
Amazing to see how much capex Google intends to spend in 2026. If we assume Google's revenue growth in 2026 will be equal to Q4-2025...
Feb 5, 2026
B
Losers?
The peasents subsidising the data centers with higher utility bills?
Feb 5, 2026
I agree. We saw the same with bitcoin mines, which now can probably become AI farms?
I saw a keynote by Google saying the same. Just...
Feb 5, 2026
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
Feb 5, 2026
M
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 5, 2026
200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Feb 5, 2026
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
K
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs.
To...
Feb 5, 2026
K
That's a challenging question, especially since many software applications run in data centers appear to be moving to a mixed model with...
Feb 5, 2026
M
So lets poke at that a Little:
If you do Fab in the US. you need to ship most units (at least some) outside the US
What if other...
Feb 5, 2026
M
Perhaps.... I downplay this because I keep talking to Taiwanese friends who are not worried for whatever reason ... and because if there...
Feb 5, 2026
PS- This answer is just a reflection of unfortunate reality! not in any way political.
Feb 5, 2026
Around the world, anything related to national security and sovereignty is not limited to cost considerations alone. Trump’s political...
Feb 5, 2026
https://www.cna.com.tw/news/afe/202602050149.aspx
....................................................................
Experts predict...
Feb 5, 2026
A
How long will it be until AI/ML will dominate the data center using AI/ML optimized software? Will datacenters be the optimum way to...
Feb 5, 2026
Daniel Nenni replied to the thread AWS CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU.I agree. We saw the same with bitcoin mines, which now can probably become AI farms? I saw a keynote by Google saying the same. Just...
Like.
Amazon Web Services CEO Matt Garman said today there is so much demand they have NEVER retired an Nvidia A100 GPU. The A100 is nearly...
user nl replied to the thread Google passes TSMC relative capex in 2026.200 B$ capex for Amazon in 2026, that concludes the big 5 for 2026:
Wow.
Memory prices have soared 80%-90% in Q1 2026 so far compared to Q4 2025, with DRAM, NAND and HBM all hitting record-breaking highs. To...
Haha.
PS- This answer is just a reflection of unfortunate reality! not in any way political.