[SecretDreams]

Are we watching the same AI capex spending choices over the last 1-2 years?

Every company from megacorps to small fish are spending well in excess of profits on these capex expansions. No ROI timelines yet established....

[hobofan]

Google has a committed cloud compute backlog of $462b. That's their compute buildout for the next ~2.5 years completely financed.