Last week, Booming AI budget seemed to be dangerous when DeepSeek crashed NVIDIA shares, based on the speculation that the demand for AI chips and data centers would be lower.
Sundal Pichai, the CEO of the alphabet, certainly notices the Chinese AI company and praised the “tremendous” job with the latest revenue calls of the alphabet (some of the gemini models are also efficient. It is added.)
However, like a meta, alphabets do not throw towels in the Big Tech AI spending war. Alphabet announced in the latest revenue report that it will increase capital spending to $ 75 billion (an increase of 42 %) this year to accelerate the progress of AI.
ALPHABET is betting on the demand for services, rather than threatening business models for free with cheaper AI. The company stated that the billions of existing users can make a profit from the increase in this amount of use, which is known as inference.
“Some of the reasons why I’m very excited about AI’s opportunity is to know that the cost of using it has been reduced, so I know that I can drive an extraordinary use case. Telephone.” That’s the opportunity. That’s why it’s just as big as it comes. “
META CEO’s Mark Zuckerberg made a similar comment last week in the Meta revenue call, pledging a long -term “hundreds of millions” in the long term, despite the topic of Deepseek.
It is unknown whether this is unknown, but for now, high -tech giants can afford to buy AI invoices.
