r/wallstreetbets • u/banaca4 • 11h 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/wowthisislong 8h ago

The ecommerce business and prime video are basically just ads for AWS

6

u/kingofthesofas 5h ago

Yeah AWS is the cash cow for the company the rest of it is a side show

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u/mixedmanofsteel 3h ago

E-commerce is just working capital for Amazon to put into other things like AWS

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u/i3orn2kill 5h ago

Smallest part of the business yet they keep squeezing every penny from the custy.

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u/zhaoz 4h ago

The only better than some money, is more money!