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DeepNewz, mobile.
People-sourced. AI-powered. Unbiased News.
Yes, the $40B that OpenAI raised is a crazy amount of money & they have huge upside. But they lose money (so far). This morning, I learned that Google plans to spend $75B on *just* CapEx in 2025 & makes 2.5x OAI's raise in profit every year. And *inference* is expensive. https://t.co/QpmbGlBvJC
Analysts expect Google to spend more than $72 billion in CapEx in 2025. What impact will this have on long run earnings? $GOOGL https://t.co/vNA2SWDLOA
OpenAI will probably become a trillion dollar company on the following two theses: 1) enterprises will pay $1m+ a year for digital workers 2) consumer appetite for ai is nearly endless
Google has announced plans to invest $75 billion in building data center capacity, as stated by CEO Sundar Pichai. This investment aligns with the company's strategy to capitalize on opportunities in artificial intelligence (AI). Analysts have noted that Google is expected to exceed $72 billion in capital expenditures (CapEx) for the year 2025. This substantial spending comes amid discussions about the financial performance of AI companies, including OpenAI, which recently raised $40 billion but has yet to achieve profitability. In contrast, Google reportedly generates 2.5 times the profit of OpenAI annually, highlighting the differing financial landscapes of established tech giants and emerging AI firms.
