[diziet]

Right, especially given that majority of this investment is into GPUs and data centers that are amortized over a longer period of time. This is actually very hopeful.

Given how the curves look like in terms of ramping of spend, these are very healthy numbers.

[abathologist]

'Long', as in 1-3 years? (https://www.tomshardware.com/pc-components/gpus/datacenter-g...)

[rsanek]

TPU v2s that were released ~10 years ago are still being sold via GCloud.

https://cloud.google.com/tpu/pricing https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Second_...

[diziet]

Even if it's 1-3 years, they are very likely to be ROI positive all in.