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Written by Dare Obasanjo on 2025-02-05 at 03:58

Google stock tanks -7% after hours after announcing it plans to spend $75 billion on data centers and GPUs when Wall Street expected $58 billion.

Despite the DeepSeek hype, big tech is actually burning cash faster than ever on AI. I can’t wait for Nvidia’s earnings at the end of the month.

https://www.reuters.com/technology/google-parent-alphabet-misses-quarterly-revenue-estimates-2025-02-04/

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Written by Fazal Majid on 2025-02-05 at 07:24

@carnage4life because of revenue recognition rules, revenue is a lagging indicator, and any DeepSeek effect would take several quarters to kick in

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