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The $200 Billion AI Capex Shift: How Big Tech Offloads GPU Costs

The artificial intelligence arms race has forced tech giants and cloud providers into an unprecedented spending spree. Deploying state-of-th...

Monday, February 21, 2022

Where is the growth ?

 Where is the growth in a capital intensive company?

Disclaimer: All discussed thoughts & opinions are my own & not that of my employer/others.