Techdamentals
Oct 24, 8:51 PM
$ALAB is in the connection layer between processors and the rest of the system. A useful frame from this week's piece: cloud backlogs of
$514 billion at one company and
$496 billion at another are customer commitments, not profit already banked.
Video: https://www.youtube.com/watch?v=ge7a6pm9FvQ
Written version: https://techdamentals.com/newsletter/what-is-capex-why-big-techs-ai-spending-worries-investors?ref=st
Educational, not advice.
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