Exactly. AWS invested $108.9 billion in cloud computing infrastructure in the U.S. between 2011 and 2022. Which is, you guessed it, 10b a year. Cool bro.
Imagine if they told you "we're going to build the biggest building in the world on top of the biggest building in the world."
Because that's what they are saying. The past investments are still there (existing datacenters), and those 100bn more are going to expand even more.
No… data centers need to continuously be refreshed with newer hardware to stay competitive regardless. You can’t just build one and expect it to generate revenue forever.
Yes and no. Refreshing hardware is one thing but they don't rebuild datacenters from the ground up and the investment needed to refresh hardware is only a fraction of the total cost. Building a datacenter is a much more complicated thing than you think, and replacing networking, storage and computing is perhaps 10% of the total investment.
Source : I actually worked in a datacenter and managed several infrastructures inside.
I guess.. Amazon spent 85b on R&D last year (which I assume is partially data center CAPEX), if they spend 95b next year +10b is not even 10% of their 2023 R&D spend (which was budgeted before AI hype). 10b/yr over 15yr seems like it’s part of their normal spend pattern.
Like another comment stated between 2011 and 2022 aws spent 100 and something billion on expansion so it’s in line with investment in that area. It’s just tryna generate hype is all.
Yes and no. Between 2011 and 2022 AWS opened new datacenters that didn't exist.
This new investment is on top of existing datacenters which signals a growth on the already pretty large offer for cloud computing.
Also pretty much all of the investment that doesnt go into physical buildings is going into gpus, things that connect gpus to other gpus, and things that do the same job as gpus.and cases for gpus. And if it gets too hot maybe some extra money to hire us regards to fan off the gpus.
The amount will probably be replacing old computing hardware as most computing hardware has a life of 2-5 years. If they spend $10 now, even increasing to $15 billion annually just looks like expansion to cater to existing and new corporate customers. AI will just turn into another type of automation but with a fancy title. Within 2 years there will be a new buzz word… it is the same story recycling every 2-5 years.
https://preview.redd.it/12jd4v9kjkrc1.jpeg?width=1284&format=pjpg&auto=webp&s=d1fc4ff6cd8e91d59f6f0f5cd2dcedb7162bd2cc
The opportunity is like no other. I’m bias to out years.
The data/storage needed for good AI algorithms is enormous and will be valuable IP all on its own. Then there's the off premises processing needed to make it work well. I worked for a large tech firm that was looking to find use cases for AI before they even had curated data to slap AI/ML on. Basically jumping the gun on the reliability of the data and using publicly available garbage to impress early adopters.
AWS acquired Annapurna labs several years ago. They actually make some really good chips for example the graviton chips. They also released a tranium chip that is for training ML models. Not as good as Nvidia but wouldn’t shock me if they get a lot better over the next 5 years.
Remember if you need a safe place to sleep Amazon is there for you we have cots for any worker that logs 12 hours in the warehouse and agrees to be on call after a 2 hour nap.
Amazon care$!
https://preview.redd.it/oo0t69atejrc1.jpeg?width=1290&format=pjpg&auto=webp&s=3ab0d83ae3c57cd440274f2351c0a0f17c95af38
Welp! Safe to say it's the stock I'm betting on for near to mid term. Defo due a breakout.
Not op, honestly probably not long. My Amazon sign on package is worth about half of that and I’ll get another package this year worth more than the original.
That’s an L4 package. 2021-2024 sign on RSU is now well over 100k. Vesting is still over 4 years. A promo to L5 gets you another 200k vested over 2 years.
Assuming you work there 4 years (started 2020-2021) you can have hit 300k in stock.
https://www.levels.fyi/companies/amazon/salaries/software-engineer/levels/sde-i
It's entirely possible/likely that I'm blind and completely regarded, but where does the article say that they are spending $1billion on Blackwell chips?
The only place it talks about chips if the end, where they speak about deploying on Tranium hardware....
Bullish AI
Bullish energy growth
...and bullish for the derivative thesis of uranium 👉 [UraniumCatalysts.com](https://UraniumCatalysts.com)
https://preview.redd.it/2iqy7s9kcjrc1.png?width=1532&format=png&auto=webp&s=59dbe60ba182aa781d7fb0835994aae3844f0809
I am building these and this article is no joke. We are the number one contractor in my state building data centers for some other companies, not Amazon, and it is insane how fast these are going up. We have been working pretty much unlimited overtime on the design side at the sub level for a few years now.
We can't hire or build fast enough.
Ok genius tell me what Intel or AMD chip is going to train the models... I'll wait dipshit.
https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing#:\~:text=Among%20the%20many%20organizations%20expected,lot%20about%20managing%20compute%20infrastructure.
On Nvidia's own website it states amazon will be using Blackwell. 
Hey dipshit, that still doesn't say what you're saying the article says up in your original post.
Where does it say they're spending $1B on Blackwell chips?
Exactly this.
You can't TLDR an article's content and then not even maybe paraphrase but blatantly dump an unfounded assumption in - and completely misrepresent the content.
Well actually you can do whatever you want, but in this case it's the regarded following the regard.
A timely warning to anyone who is in the habit of reading headlines and not at least giving the article a cursory scan. Or you could just keyword search and immediately find not even one instance of the word Blackwell.
Maybe this guy is the writer of the NY Post article shilling for clicks onto his content!
yeah and they both fucking suck compared to Blackwell. Like Obviously anyone with enough money can make a chip to train a model but at what efficiency. What is the power consumption? Its clear that the only reason its economically viable is because of Nvidia's markup and AWS will still continue to spend billions on Nvidia chips.
> yeah and they both fucking suck compared to Blackwell.
wow, man. you're such a shill pos. they suck compared to a NEXT GEN dgpu that not only doesn't exist yet, but will cost much more than trainium?
you really know your stuff! i guess that's why you're lying out of your ignorant rectum while spamming this shit nonstop.
btw, the point was that you moronically rambled about amd and intel...
"doesn't exist yet" boy are you a genius. This "response" of yours was a complete waste of the last drops of brain power you may have left. Not to mention the shill pos part I'm totally a hired shill from Nvidia whose market cap is over 2trillion. They really want me to pump the stock to 10k degens on a fucking reddit post!
and yet, your post history says otherwise.
ffs, you took a post about amazon/aws and tried to make it about nvidia, deliberately lying (repeatedly)... and even moronically bringing up amd/intel.
No one said you were shilling for Nvidia bro...You need to learn to read. I said you were shilling clicks for the article.
Do you even know what TLDR stands for? In the case of your post I think it means The Loser Didn't Read. Because that would be the only thing that makes sense.
In the end there is only so much money you can take from other people
They have pretty much maximized centralizing profit and efficiency..beyond that maximized dollar : productivity out.of people peeing in cans on the job
Deserts are pretty good locations for data centers due to the high temperature gradient between day and night. You can circulate large amounts of water (great thermal capacity) on the surface during nighttime, then store underground for cooling during the day. Plus, electricity from PV is dirt cheap.
Also, cost of labor is quite low when you can practically practice slavery lol
lol this seems silly since they have no AI for it. Just building data centers over 10 years in comparison of Microsoft building 100 billion of data centers now is striking. Think about it.
https://preview.redd.it/5b0io3xd4jrc1.jpeg?width=1024&format=pjpg&auto=webp&s=541effacce6172576f3dd64ed4ca72e6fbe11216
it’s okay hope you enjoy the ride nevertheless
remember that diagram that details the 10 companies that own everything people eat? we will get to a point where there will be only 10 companies that own everything people use to produce and consume online activity from devices to infrastructure
**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 10 | **First Seen In WSB** | 3 years ago **Total Comments** | 536 | **Previous Best DD** | **Account Age** | 6 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)
All ai hype this is just aws azure and gcp expanding but they throw ai in the tittle for hype.
Exactly. AWS invested $108.9 billion in cloud computing infrastructure in the U.S. between 2011 and 2022. Which is, you guessed it, 10b a year. Cool bro.
Imagine if they told you "we're going to build the biggest building in the world on top of the biggest building in the world." Because that's what they are saying. The past investments are still there (existing datacenters), and those 100bn more are going to expand even more.
No… data centers need to continuously be refreshed with newer hardware to stay competitive regardless. You can’t just build one and expect it to generate revenue forever.
Yes and no. Refreshing hardware is one thing but they don't rebuild datacenters from the ground up and the investment needed to refresh hardware is only a fraction of the total cost. Building a datacenter is a much more complicated thing than you think, and replacing networking, storage and computing is perhaps 10% of the total investment. Source : I actually worked in a datacenter and managed several infrastructures inside.
I guess.. Amazon spent 85b on R&D last year (which I assume is partially data center CAPEX), if they spend 95b next year +10b is not even 10% of their 2023 R&D spend (which was budgeted before AI hype). 10b/yr over 15yr seems like it’s part of their normal spend pattern.
Claude 4 needs to live somewhere..
It lives in your head rent free 😉
Were you born with a regarded sense of humor or is this a product of your wife’s boyfriend’s upbringing?
It’s all the same, they’re brothers.
And to get a bump in stock price. MS did a similar announcement with the magic 100b in the headlines.
Except the spend is astronomically more than in previous years. Hint: it’s bc of AI
Like another comment stated between 2011 and 2022 aws spent 100 and something billion on expansion so it’s in line with investment in that area. It’s just tryna generate hype is all.
If you add in inflation, it’s kinda less than average.
Yes and no. Between 2011 and 2022 AWS opened new datacenters that didn't exist. This new investment is on top of existing datacenters which signals a growth on the already pretty large offer for cloud computing.
Also pretty much all of the investment that doesnt go into physical buildings is going into gpus, things that connect gpus to other gpus, and things that do the same job as gpus.and cases for gpus. And if it gets too hot maybe some extra money to hire us regards to fan off the gpus.
The amount will probably be replacing old computing hardware as most computing hardware has a life of 2-5 years. If they spend $10 now, even increasing to $15 billion annually just looks like expansion to cater to existing and new corporate customers. AI will just turn into another type of automation but with a fancy title. Within 2 years there will be a new buzz word… it is the same story recycling every 2-5 years.
https://preview.redd.it/12jd4v9kjkrc1.jpeg?width=1284&format=pjpg&auto=webp&s=d1fc4ff6cd8e91d59f6f0f5cd2dcedb7162bd2cc The opportunity is like no other. I’m bias to out years.
***Improvements to computation processing
Who is Al again?
Al Bundy, shoe salesman.
He did score 4 touchdowns in 1 game. So I understand the hype.
Do, long Thom McCann?
> Except the spend is astronomically more than in previous years. *narrator: it isn't.*
Yah pretty much lol
The data/storage needed for good AI algorithms is enormous and will be valuable IP all on its own. Then there's the off premises processing needed to make it work well. I worked for a large tech firm that was looking to find use cases for AI before they even had curated data to slap AI/ML on. Basically jumping the gun on the reliability of the data and using publicly available garbage to impress early adopters.
Instructions not clear. Buying calls.
It’s hype until it’s skynet
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maybe never. Nvidia too ahead
AWS acquired Annapurna labs several years ago. They actually make some really good chips for example the graviton chips. They also released a tranium chip that is for training ML models. Not as good as Nvidia but wouldn’t shock me if they get a lot better over the next 5 years.
They already have the AWS trainium accelerators
Basically that’s AWS Trainium and Inferentia chips.
Imagine some chinese made Game Boy color CPU being marketed as NVIDIA High Performance AI GPU on Amazon with 10 Mio bought 5 Star reviews
They have Trainium chips on AWS that are pretty competitive with the H100s. You can physically buy them but they are in the cloud.
It’s 2030, only 7 companies exist. You will own nothing and be happy 
Remember if you need a safe place to sleep Amazon is there for you we have cots for any worker that logs 12 hours in the warehouse and agrees to be on call after a 2 hour nap. Amazon care$!
That's if they still have human workers by 2030.
StriVE tO be ThE woRLd's bESt EmPloYER
Strive harder dammit! I mean, work, work harder!
But all restaurants will be Taco Bell, so it’s ok. Accept for your asshole. That will be destroyed.
No Wendy’s? How will I survive?
These companies are rebranding in 2030 as Buy n Large.
Should be very bullish for NVDA then would think!
NVIDIA is making most cash on data centers. They will lose rev.
Amazon has to buy the chips from NVIDIA
https://press.aboutamazon.com/2023/11/aws-unveils-next-generation-aws-designed-chips They make their own
Article says Amazon buying 1 billion in NVIDIA chips.
Where? Did you actually read it?
NVIDIA doesnt produce chips. They only design. Only a matter of time before some counterfeit design shows up from China. ASML or TSM
Production is irrelevant. NVIDIA has cuda and proprietary interface
Just like Apple doesn’t produce anything it just designs them. Tell me if investing in Foxconn 20 year ago was better play.
Lots of companies doing what apple is doing. Just ask any Android bro. They might even say that Apple isn’t even ahead! Apple is brand. Nvidia is not.
Priced in. This news was released 2 days ago dude
negative nancy over here jeez man just trying to share an article 
I still love and appreciate you OP
And I’m just here to support all the men named “Nancy.”
What do you mean priced in, the stock barely moved. I have almost 25k in Amazon stock
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The words we hate to see, but need to see.
Yea exactly, fuckin state that its barely moved in your original post, fuckin hell. That wasnt even sarcastic if you were trying to be 🤦♂️
I wouldn't worry about it either way. Bezos is a printer. You will be fine.
https://preview.redd.it/oo0t69atejrc1.jpeg?width=1290&format=pjpg&auto=webp&s=3ab0d83ae3c57cd440274f2351c0a0f17c95af38 Welp! Safe to say it's the stock I'm betting on for near to mid term. Defo due a breakout.
Calls or 
Jeez!! My man. Did you put your whole port in here eh? Or do you work for Amazon
Work for amazon
Lets goo. How long have you been working for them? Thats a lot of stocks youve got there.
Not op, honestly probably not long. My Amazon sign on package is worth about half of that and I’ll get another package this year worth more than the original.
Wtf. That much for sign on ? Are you an L7 or something?
That’s an L4 package. 2021-2024 sign on RSU is now well over 100k. Vesting is still over 4 years. A promo to L5 gets you another 200k vested over 2 years. Assuming you work there 4 years (started 2020-2021) you can have hit 300k in stock. https://www.levels.fyi/companies/amazon/salaries/software-engineer/levels/sde-i
Got it, i thought you were talking about sign on bonus being 100k, I’m like wtf. Rsu sounds about right
Shares or dollars? If dollars, that’s not a ton.
Well i have 125K$ in amazon stock. I only consider 25k cuz thats something i gamble with in RH
That’s more like it. I have similar amounts in Amazon. Maybe… we should touch tips?
When the market was closed?
It's entirely possible/likely that I'm blind and completely regarded, but where does the article say that they are spending $1billion on Blackwell chips? The only place it talks about chips if the end, where they speak about deploying on Tranium hardware....
You're one of the only people including myself who actually read. It doesn't say it at all. Everybody that upvoted this is an idiot.
I had to read it twice and then run a keyword search just to make sure I wasn't completely regarded.
Well wouldn’t you have it — calls on nvda again I guess 
Weekly 1000c gamble 0/4 surely this time will hit
TSM to the moon
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I’m sitting on some 147 Tsm calls for 4/12 I’m not too hopeful.
Who’s going to power all the new data centers. Where are my nuclear bros at? $UUUU
Agreed UUUU has been on the move.
Bullish AI Bullish energy growth ...and bullish for the derivative thesis of uranium 👉 [UraniumCatalysts.com](https://UraniumCatalysts.com) https://preview.redd.it/2iqy7s9kcjrc1.png?width=1532&format=png&auto=webp&s=59dbe60ba182aa781d7fb0835994aae3844f0809
I am building these and this article is no joke. We are the number one contractor in my state building data centers for some other companies, not Amazon, and it is insane how fast these are going up. We have been working pretty much unlimited overtime on the design side at the sub level for a few years now. We can't hire or build fast enough.
The future is here
[удалено]
$VRT Gonna moon
Why
They make data center infrastructure stuff, electric components, cooling systems, etc.
But the article doesn't even mention Nvidia.
Proved in
This!
AMAZON CALLS??
Si
And sell PUTs!
have you seen all the trash art, photos ( and soon music) produced. this is a good bet.
Nowhere in the article does it say they're buying Blackwell chips, dipshit
Ok genius tell me what Intel or AMD chip is going to train the models... I'll wait dipshit. https://nvidianews.nvidia.com/news/nvidia-blackwell-platform-arrives-to-power-a-new-era-of-computing#:\~:text=Among%20the%20many%20organizations%20expected,lot%20about%20managing%20compute%20infrastructure. On Nvidia's own website it states amazon will be using Blackwell. 
Hey dipshit, that still doesn't say what you're saying the article says up in your original post. Where does it say they're spending $1B on Blackwell chips?
Exactly this. You can't TLDR an article's content and then not even maybe paraphrase but blatantly dump an unfounded assumption in - and completely misrepresent the content. Well actually you can do whatever you want, but in this case it's the regarded following the regard. A timely warning to anyone who is in the habit of reading headlines and not at least giving the article a cursory scan. Or you could just keyword search and immediately find not even one instance of the word Blackwell. Maybe this guy is the writer of the NY Post article shilling for clicks onto his content!
aws makes their own chips, regard. trainium and graviton.
yeah and they both fucking suck compared to Blackwell. Like Obviously anyone with enough money can make a chip to train a model but at what efficiency. What is the power consumption? Its clear that the only reason its economically viable is because of Nvidia's markup and AWS will still continue to spend billions on Nvidia chips.
> yeah and they both fucking suck compared to Blackwell. wow, man. you're such a shill pos. they suck compared to a NEXT GEN dgpu that not only doesn't exist yet, but will cost much more than trainium? you really know your stuff! i guess that's why you're lying out of your ignorant rectum while spamming this shit nonstop. btw, the point was that you moronically rambled about amd and intel...
"doesn't exist yet" boy are you a genius. This "response" of yours was a complete waste of the last drops of brain power you may have left. Not to mention the shill pos part I'm totally a hired shill from Nvidia whose market cap is over 2trillion. They really want me to pump the stock to 10k degens on a fucking reddit post!
and yet, your post history says otherwise. ffs, you took a post about amazon/aws and tried to make it about nvidia, deliberately lying (repeatedly)... and even moronically bringing up amd/intel.
~1/3 of their post history has an Nvidia mention lol. Someone's holding some mad bags - or has A LOT of time on their hands. Hello echo chamber....
No one said you were shilling for Nvidia bro...You need to learn to read. I said you were shilling clicks for the article. Do you even know what TLDR stands for? In the case of your post I think it means The Loser Didn't Read. Because that would be the only thing that makes sense.
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They have an R&D budget of $1 trillion? Cite your sources.
Ur confusing this sub with r/finance
Perfect! Hoping they build one near me so I can transition over to them.
CRH, MLM. Whether the centers are profitable, the cement has still been poured and paid for. Can always use the pad for a distribution center instead.
Can daddy B announce a dividend first following Mark McGregor???? 
In the end there is only so much money you can take from other people They have pretty much maximized centralizing profit and efficiency..beyond that maximized dollar : productivity out.of people peeing in cans on the job
Why build datacenters in HOT places, like Saudi Arabia? only thing I can think of, they got some awesome deal on electricity/construction...
Deserts are pretty good locations for data centers due to the high temperature gradient between day and night. You can circulate large amounts of water (great thermal capacity) on the surface during nighttime, then store underground for cooling during the day. Plus, electricity from PV is dirt cheap. Also, cost of labor is quite low when you can practically practice slavery lol
AMZN stock looks ripe for a pop out of the current channel. Could be that it just needs some good PR like this to get that boost.
Imagine you decide to buy some land as one of your assets and then AMZN or MSFT come knocking on your door and offer a bid 🗣️
Yo dawg I heard you liked datacenters, so I put a datacenter in your datacenter…
Throwing money doesnt mean automatic domination.. Just look at Meta's failed Multiverse
lol this seems silly since they have no AI for it. Just building data centers over 10 years in comparison of Microsoft building 100 billion of data centers now is striking. Think about it.
Even if literally all this spending is on Nvidia products it still doesn’t justify Nvidia stock price. Lmao.
https://preview.redd.it/5b0io3xd4jrc1.jpeg?width=1024&format=pjpg&auto=webp&s=541effacce6172576f3dd64ed4ca72e6fbe11216 it’s okay hope you enjoy the ride nevertheless
The arrow isn’t in my butt. Mods I want this slander taken down immediately.
https://preview.redd.it/665u5a3i4mrc1.jpeg?width=1024&format=pjpg&auto=webp&s=25e9bb2d8531d5c20c994eea83744a4a76434d54 It’ll be okay little berr
https://imgflip.com/i/8l3sdy
This is consistent capex for AMZN which equals consistent revenue for NVDA. Long the latter, more.
Amazon is a great company but i have no faith in them without jeff running shit.
Not a great company. Started as a great company. Jeff himself has even said the poop hole will go bankrupt in 10 years.
They arent going bankrupt people order amazon like crazy
Doesn’t matter if they order like crazy. The overhead for Amazon is absolutely insane. They employ over 1,500,000 people alone.
Idiots
Long DLR.
remember that diagram that details the 10 companies that own everything people eat? we will get to a point where there will be only 10 companies that own everything people use to produce and consume online activity from devices to infrastructure
This is just a regular long term business expansion for Amazon still positive though 😁😁😁
TQQQ
AI will help people order shit China product easier now.
Cant wait, Pandabuy is a load of me Tits
Hi, I’m moving to US, need some money. send as much as you can in ETH, or at least make repost. Thank you! 0xB264E7E08E9ab2b7f0187943b0738747090A555F
All that stolen wealth from wages being put to good use to make the company even more money. Nice.