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How is the generative AI landscape evolving?

Making Sense

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The Evolving Landscape of Capex in Cloud Data Center Investments

This chapter explores the increasing capex spending in generative AI technologies by companies like Microsoft and other hyperscalers, examining how investors perceive and respond to this trend. It compares the custom silicon programs of major tech players like Microsoft, Amazon, and Google, highlighting advancements such as Amazon's Graviton, Inferrentia, and Trainium chips and Microsoft's investments in Maya chips for Azure data centers.

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