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Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
In a few months, Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
In a few months, Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
NVIDIA has committed $500 billion over the next four years. Thank you, Jensen. I'm sure that'll be a good investment. If you're doing it, it's good.
China's got a lot of money and they're doing fine. You know, we're considered like, they want us to consider them a growing nation, a nation in distress, all sorts of things because they always take advantage of every treaty by saying that they need, you know, they're an improving nation.
I realized the other day, more than anything, when we were at David's house and talking to a lot of geniuses from Silicon Valley and other places, they need electricity at levels that nobody's ever experienced before to have to be successful, to be a leader in AI. The amount of electricity that needs, like double what we have right now and even triple what we have right now, it's incredible how much they need to be the leader. And we're going to have to be able to do that. And a windmill turning
look i mean i think that sequoia is in the business of making money for its lps and i think you know sort of cut and dry they've been very very successful with musk over time they've made money as you said and i think um they probably also believe that they're going to make significant money on open ai open ai is connected with microsoft on another level sam's a force in nature so i just view it as an economic decision more than anything else