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The Financial Times reports that Amazon is looking to sell or repackage around $8bn worth of Nvidia chips, seeking to offload them to investors. The move suggests the company holds more AI computing hardware than it currently needs, and comes as investors watch closely how tech giants manage their massive spending on AI infrastructure.
- 2AI profits needed to satisfy investors called astronomically large●The scale of profits required to meet the expectations of investors in # LLM -based # GenAISlop within to 5-6 year lifes
Commentators are arguing that the profits needed to justify investor expectations for large language model-based generative AI, deployed in datacenters with a five-to-six year technology lifespan, are astronomically huge. The discussion focuses on the six main hyperscalers heavily invested in generative AI, raising doubts about whether revenue can realistically match the capital committed before current hardware becomes outdated.