AWS and Microsoft are pausing or slowing down the development of data centers, according to a Wells Fargo research note. Several industry sources told Wells Fargo’s analysts team that AWS has “paused a portion of its leading discussions” on colocated data centers. Microsoft capex for the quarter came in at $21.4bn this was $1.2 billion …
AI spending is huge and it is sustainable and has indications that it is profitable spending. Returns are from AI are being seen. The smaller spending from 2 years ago sees a lag in returns but adjusting for lag shows profits. Pascal’s Wager Applied (CEOs Believe in Godlike AI) Invest and AI Succeeds: Huge payoff—competitive …
Nvidia once again beat the quarterly earnings estimate and increased guidance more than expectations. Revenue: $39.3B vs. $38.1B est (+78% YoY) • EPS: $0.89 vs. $0.85 est • Data Center: $35.6B vs $33.5B est (+93% YoY) Guidance • Revenue: $43.0B vs. $42.1B est 🔥 EPS: $0.89 (Beat +6%) Key Highlights: 📈 Data Center Revenue: $35.6B …
Amazon AWS will invest $100 billion in 2025 to take the lead in AI spending. Amazon CEO Andy Jassy said recent efficiency innovations by China’s DeepSeek should increase overall customer spending on generative AI, rather than reduce it. $320 billion in spending from the top four companies in 2025 CapEx projections: – Amazon – $100 …
Some believe DeepSeek is so efficient that we don’t need more compute and everything has now massive overcapacity because of the model changes. Jevons Paradox is closer to reality because demand has already increased H100 and H200 pricing. Deepseek and High Flyer have a mix of 50,000 H20s, H800s, A100s and H100 GPUs. Deepseek has …
Blue Origin plans to finally fly the New Glenn rocket and to get a lot of launches. The first launch is in days. For 2025, they expect to have between 8 and 10 launches, with the capacity for up to 12 launches. In 2026, Blue Origin aims to increase this number to 24 launches. Blue …
Lex Fridman interviews Jeff Bezos about Blue Origin and Amazon. Jeff also admitted the obvious that Blue Origin’s progress has been too slow and Elon Musk is a great business leader. 0:00 – Introduction 0:24 – Texas ranch and childhood 4:02 – Space exploration and rocket engineering 16:36 – Physics 26:10 – New Glenn rocket …
Amazon bought three rocket launches from SpaceX for itsA Project Kuiper internet satellites, announced on Friday. This is not a drill: Amazon bought SpaceX launches. Amazon's satellite internet network Project Kuiper aims to compete with Elon Musk's Starlink – and will fly on the latter's rockets to do so. Read more:https://t.co/FipIFAum6l — Michael Sheetz (@thesheetztweetz) …
Lockheed Martin and Boeing is in the final stage of selecting a buyer for ULA between three bidders Blue Origin, a private equity fund, and an unknown big aerospace company. Buying United Launch Alliance would give Blue Origin an orbital rocket and the guaranteed government contracts. Amazon’s would be able to launch Project Kuiper satellites. …
Microsoft was already spending over $10.7 billion per quarter to build out data centers and AI compute (Q4 2023). There are reports that Microsoft will increase this capital spending to $50 billion per year. This would be averaging $12.5 billion per quarter. This capex spending is up from $7.8 billion in Q3 2023 (Jan-Apr 2023). …
2023 has been a relatively good year for the benchmark S&P 500 and growth stock-fueled Nasdaq Composite. The S&P 500 is widely viewed as the best benchmark of Wall Street’s health. It’s a market cap-weighted index comprised of 500 generally profitable, time-tested companies, a few of which have multiple classes of shares. All told, the …