The Hyperscalers Are Hyper-Spending
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?
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Show Notes
Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?
(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:
- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.
- The future of Reality Labs.
- Microsoft’s $13B-and-growing AI business.
- Why “fungible fleet” is a potentially ominous phrase for Sam Altman
Companies discussed: META, MSFT, NVDA
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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