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Zeitpunkt              Nutzer    Delta   Tröts        TNR     Titel                     Version  maxTL
So 28.07.2024 00:00:43    20.799      -1    1.192.091    57,3 Newsie                    4.2.10     500
Sa 27.07.2024 00:00:15    20.800       0    1.191.046    57,3 Newsie                    4.2.10     500
Fr 26.07.2024 00:02:04    20.800       0    1.189.344    57,2 Newsie                    4.2.10     500
Do 25.07.2024 00:00:02    20.800       0    1.187.419    57,1 Newsie                    4.2.10     500
Mi 24.07.2024 00:00:53    20.800       0    1.185.718    57,0 Newsie                    4.2.10     500
Di 23.07.2024 00:00:23    20.800       0    1.183.719    56,9 Newsie                    4.2.10     500
Mo 22.07.2024 00:02:28    20.800      +1    1.181.470    56,8 Newsie                    4.2.10     500
So 21.07.2024 00:00:41    20.799      -1    1.179.920    56,7 Newsie                    4.2.10     500
Sa 20.07.2024 00:04:58    20.800       0    1.178.877    56,7 Newsie                    4.2.10     500
Fr 19.07.2024 13:57:33    20.800       0    1.178.059    56,6 Newsie                    4.2.10     500

So 28.07.2024 11:24

*looks straight into the camera* sequoiacap.com/article/ai-opti

The key to understanding the pace of today’s infrastructure buildout is to recognize that while Al optimism is certainly a driver of Al CapEx, it is not the only one. The cloud players exist in a ruthless oligopoly with intense competition. This is no small prize to defend—the cloud business today is a $250B market, roughly the same size as the entire SaaS sector, combined. The cloud giants see Al as both a threat and an opportunity and do not have the luxury to wait and see how the technology evolves. They must act now. The arms race between Microsoft, Amazon and Google is thus game theoretic. Every time Microsoft escalates, Amazon is motivated to escalate to keep up. And vice versa. We are now in a cycle of competitive escalation between three of the biggest companies in the history of the world, collectively worth more than $7T. At each cycle of the escalation, there is an easy justification—we have plenty of money to afford this. With more commitment comes more confidence, and this loop becomes self-reinforcing. Supply constraints turbocharge this dynamic: If you don’t acquire land, power and labor now, someone else will.

The key to understanding the pace of today’s infrastructure buildout is to recognize that while Al optimism is certainly a driver of Al CapEx, it is not the only one. The cloud players exist in a ruthless oligopoly with intense competition. This is no small prize to defend—the cloud business today is a $250B market, roughly the same size as the entire SaaS sector, combined. The cloud giants see Al as both a threat and an opportunity and do not have the luxury to wait and see how the technology evolves. They must act now. The arms race between Microsoft, Amazon and Google is thus game theoretic. Every time Microsoft escalates, Amazon is motivated to escalate to keep up. And vice versa. We are now in a cycle of competitive escalation between three of the biggest companies in the history of the world, collectively worth more than $7T. At each cycle of the escalation, there is an easy justification—we have plenty of money to afford this. With more commitment comes more confidence, and this loop becomes self-reinforcing. Supply constraints turbocharge this dynamic: If you don’t acquire land, power and labor now, someone else will.

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