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Search resuls for: "Amazon's capex"


3 mentions found


☆ Big Tech's AI spending plans mean big business for 3 portfolio stocks, including Nvidia
  + stars: | 2024-02-02 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com   time to read: +9 min
Some of Amazon's spending is likely to go toward its custom AI chips, known as Trainium and Inferentia. But the Seattle-based tech giant also buys Nvidia chips. On Thursday's post-earnings call, CEO Andy Jassy said AWS offers the "most expansive collection of compute instances with Nvidia chips." Alphabet's spending on AI chips has typically been split between its custom chips designed in partnership with Broadcom, known as Tensor Processing Units (TPUs), and Nvidia's offerings. Including networking products that stitch together parts of the data center, about 15% of Broadcom's semiconductor revenue was tied to generative AI spending in fiscal 2023.
Persons: Eaton, Brian Olsavsky, FactSet, Amazon's capex, Andy Jassy, Meta's capex, Susan Li, Li, Mark Zuckerberg, Zuckerberg, Meta, it's, —, Amy Hood, It's, chatbot ChatGPT, AMD's, Ruth Porat, Porat, Jim Cramer's, Jim Cramer, Jim, Florian Gaertner Organizations: Big Tech, Nvidia, Broadcom, Eaton, Microsoft, Meta, Google, Web Services, Facebook, Devices, OpenAI, supercomputing, TPUs, CNBC, YouTube, Photothek, Getty Locations: Eaton, Seattle
☆ Amazon earnings: Investors eye the cloud business
  + stars: | 2023-08-03 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon earnings: Investors eye the cloud businessCNBC's Deirdre Bosa joins 'Power Lunch' to discuss Amazon's cloud profit growth, Wall Street expectations for Amazon's earnings, and the scope of Amazon's CapEx spending.
Persons: Deirdre Bosa
☆ This may be the most bullish note we've seen on Nvidia — signaling what's next for the stock
  + stars: | 2023-07-31 | by ( Zev Fima | ) www.cnbc.com   time to read: +8 min
Take Club stock Nvidia (NVDA) for example. You can't own Nvidia if that's the data you're using to generate your worldview of future demand, especially after the monstrous run shares have already had this year. After all, those buying Nvidia's chips will need to harvest profits on their investment at some point but 12 to 18 months is a lifetime in the stock market. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Nvidia CEO Jensen Huang,speaks at the Supermicro keynote presentation during the Computex conference in Taipei on June 1, 2023.
Persons: Jim Cramer, That's, Bernstein, we're, Jim loves NVDA, It's, —, ByteDance, NVDA, Jim Cramer's, Jim, Jensen Huang, Walid Berrazeg Organizations: Nvidia, Semiconductor Manufacturing, Apple, Microsoft, Oracle, CNBC, Getty Locations: China, Taipei
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