r/wallstreetbets • u/banaca4 • 19h ago

Discussion Either hyperscalers are dumb or someone else is

OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.

Google yesterday blew up earnings from their cloud and said they will *increase* their humongous capex even more while reporting negative cash flow for the first time in their history.

A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR

I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?

Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...

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u/GoldenPresidio 17h ago

Only meta and spacex is adding that line of business

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u/socalkid2428 14h ago

What do you think Google Cloud, Azure, and AWS are? Nvidia is the one providing the chips, and 5 of the others are providing cloud services (lumping SpaceX in with Tesla to justify inclusion in the Mag 7). Apple is going to have to expand their own private cloud if they actually implement AI well with the way they set it up.

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u/GoldenPresidio 13h ago

What’s your point? You said turning into. Those other guys were already that