Alphane Moon@lemmy.worldM to Hardware@lemmy.worldEnglish · 2 months agoAI industry needs to earn $600 billion per year to pay for massive hardware spend — fears of an AI bubble intensify in wake of Sequoia reportwww.tomshardware.comexternal-linkmessage-square13fedilinkarrow-up164arrow-down11file-text
arrow-up163arrow-down1external-linkAI industry needs to earn $600 billion per year to pay for massive hardware spend — fears of an AI bubble intensify in wake of Sequoia reportwww.tomshardware.comAlphane Moon@lemmy.worldM to Hardware@lemmy.worldEnglish · 2 months agomessage-square13fedilinkfile-text
minus-squarefubarxlinkfedilinkarrow-up2·2 months agoThe thing people aren’t talking about enough is the depreciation of all the GPU hardware. The $10B Microsoft spends on Azure GPU hardware may bring in only $5B in revenue, but they get to write off the cost against their taxes.
The thing people aren’t talking about enough is the depreciation of all the GPU hardware. The $10B Microsoft spends on Azure GPU hardware may bring in only $5B in revenue, but they get to write off the cost against their taxes.