Just one more 100 Billion, Bro. Please, just one more 100x bigger Model and i swear AGI will arrive
i felt uncomfortable with my GOOGL stonks about this
https://i.redd.it/5x1s350xgkhg1.png
Posted by MuricanWisecrack
17 Comments
Stoictripreset on
At least Google actually has the money.
CallMePyro on
Sell em then, lol. Imagine telling your grandkids you had the opportunity to buy Goog for $330 and sold it, haha
GooglySoft on
It’s funded entirely out of operating cash flow. Do u understand how absurd that is for a company to be generating so much actual cash flow? And at least it’s one of the few businesses seeing more near term AI returns – 48% GCP growth
tendytinglings on
Scared money don’t make money
ObiWanCanownme on
I’m more worried they’re not spending enough. Sorry, but if Google can’t even spend a measly $250B on capex I’ll take my money and find a tech company that can!
theRealLongJon on
Everyone acts like this is crazy. I think it seems crazy.
But are you and I and some analysts really smarter than all the big brains at one of the most successful companies in the world? With engineers and finance people that have direct insight into how AI is driving business and revenue and the business potential of it moving forward?
The answer is no. No we don’t.
MothRatten on
Ai isn’t going away, whether it crashes the economy or not. Not because it will ever be directly profitable, but because it’s by orders of magnitude the best tool for social manipulation, surveillance and control.
JustBrowsinAndVibin on
Google cloud is now growing 50% YoY.
AGI is not needed.
ServoFFXI on
Bullish for memory and drive stocks. They should soar after this news.
munky8758 on
At least Google has customers and this will enable them to sell their product stack better.
benevolent_keerah on
Google is playing to win. they know in the short term theyre gonna be criticized but theyre playing 5D chess – always several steps ahead – this capex spend is going to catapult them to 5 Trillion and the #1 company valuation in 2026
itsnotshade on
I saw this and it confirmed no PC upgrades for me until 2027 at the earliest.
zenwarrior01 on
Except GOOG’s cloud backlog also more than DOUBLED YoY to $240 Billion. Such CapEx growth is 100% money well spent “to meet ‘significant cloud customer demand as well as strategic investments in other bets'”. Others (looking at you OpenAI) aren’t so fortunate, but GOOG is absolutely doing things right here with the revenue to support such. NM their massive AI compute efficiency gains being realized.
Defiant_Regular3738 on
Scratches neck…
In seriousness I think there’s some value we fail to appreciate here. The bleeding edge AI systems are probably approaching crystal ball miss cleo shit.
Also the market size for AI is the entire middle of our workforce.
Edit: at bare minimum the middle third of the job market just in the US is worth $3T minimum, annually.
haircut50cents on
Look around at your coworkers. AGI is already here. It has to be as good as the average employee…
peidol on
Any of you use GCP? They are constantly running of GPUs and customers are demanding for more. This is normal and a good sign.
Non-profit-God on
on top of the fact that they have a huge war chest to fund it, they are already seeing a return on investment. You are looking at the leviathan. This is Weyland-Yutani, your kids will be asking you what it was like before google owned everything and they’ll ask you “dad why didn’t you buy a share? It was only $300!”
17 Comments
At least Google actually has the money.
Sell em then, lol. Imagine telling your grandkids you had the opportunity to buy Goog for $330 and sold it, haha
It’s funded entirely out of operating cash flow. Do u understand how absurd that is for a company to be generating so much actual cash flow? And at least it’s one of the few businesses seeing more near term AI returns – 48% GCP growth
Scared money don’t make money
I’m more worried they’re not spending enough. Sorry, but if Google can’t even spend a measly $250B on capex I’ll take my money and find a tech company that can!
Everyone acts like this is crazy. I think it seems crazy.
But are you and I and some analysts really smarter than all the big brains at one of the most successful companies in the world? With engineers and finance people that have direct insight into how AI is driving business and revenue and the business potential of it moving forward?
The answer is no. No we don’t.
Ai isn’t going away, whether it crashes the economy or not. Not because it will ever be directly profitable, but because it’s by orders of magnitude the best tool for social manipulation, surveillance and control.
Google cloud is now growing 50% YoY.
AGI is not needed.
Bullish for memory and drive stocks. They should soar after this news.
At least Google has customers and this will enable them to sell their product stack better.
Google is playing to win. they know in the short term theyre gonna be criticized but theyre playing 5D chess – always several steps ahead – this capex spend is going to catapult them to 5 Trillion and the #1 company valuation in 2026
I saw this and it confirmed no PC upgrades for me until 2027 at the earliest.
Except GOOG’s cloud backlog also more than DOUBLED YoY to $240 Billion. Such CapEx growth is 100% money well spent “to meet ‘significant cloud customer demand as well as strategic investments in other bets'”. Others (looking at you OpenAI) aren’t so fortunate, but GOOG is absolutely doing things right here with the revenue to support such. NM their massive AI compute efficiency gains being realized.
Scratches neck…
In seriousness I think there’s some value we fail to appreciate here. The bleeding edge AI systems are probably approaching crystal ball miss cleo shit.
Also the market size for AI is the entire middle of our workforce.
Edit: at bare minimum the middle third of the job market just in the US is worth $3T minimum, annually.
Look around at your coworkers. AGI is already here. It has to be as good as the average employee…
Any of you use GCP? They are constantly running of GPUs and customers are demanding for more. This is normal and a good sign.
on top of the fact that they have a huge war chest to fund it, they are already seeing a return on investment. You are looking at the leviathan. This is Weyland-Yutani, your kids will be asking you what it was like before google owned everything and they’ll ask you “dad why didn’t you buy a share? It was only $300!”