Friday, November 1, 2024

The capital expenditures of Amazon, Alphabet, Meta, and Microsoft are set to total over $200B in 2024 as companies accelerate spending chasing AI (Bloomberg)

Bloomberg:
The capital expenditures of Amazon, Alphabet, Meta, and Microsoft are set to total over $200B in 2024 as companies accelerate spending chasing AI  —  - Amazon, Alphabet, Meta and Microsoft all accelerated spending  — Mixed results from the big tech won't slow 2025 investment



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DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting future models could be hampered by US export controls (Bloomberg)

Bloomberg : DeepSeek says it used Nvidia H800 chips, available in China until October 2023, to train R1, suggesting future models could b...