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by alexdoesstuff
437 days ago
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Reading through the source [1] they basically get to that huuuuge number by including AI-enabled devices such as phones that have some AI functionality even if not core to their value proposition. That's basically reclassifying a big chunk of smartphones, TVs, and other consumer tech as GenAI spending. Of the "real" categories, they expect:
Service 27bn (+162% y/y)
Software 37bn (+93% y/y)
Servers 180bn (+33% y/y)
for a total of $245bn (+58% y/y) That's not shabby numbers, but way more reasonable. Hyperscaler total capex [2] is expected to be around $330bn in 2025 (up +32% y/y) so that'll most likely include a good chunk of the server spend. [1] https://www.gartner.com/en/newsroom/press-releases/2025-03-3... [2] https://www.marvin-labs.com/blog/deepseek-impact-of-high-qua... |
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