Hyperscaler CapEx
topic on 2 shows · 2 statements across 2 episodes
2 statements about Hyperscaler CapEx, every show
Gavin Baker: DRAM will be 30-40% of hyperscaler capex next year
“Memory is DRAM is probably going to be 30 to 40% of all hyperscaler capex next year.”
George: $4.8T AI CapEx requires $1T annual AI revenue by 2030
“So current estimates put cumulative hyperscaler CapEx at a little less than five trillion by 20 30. So if you do napkin math on that to achieve a 10% hurdle rate on that 4.8 trillion or almost five trillion of investment, annual AI revenue would have to hit ab…”