Amazon strikes AI chip deal with Databricks as it looks to narrow gap with Nvidia
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- Опубліковано 14 жов 2024
- CNBC's Kate Rooney joins 'Money Movers' to report on Amazon's five-year deal with Databricks as the latest step in the tech giant looking to advance its reach in the AI market.
Nice report on AI. Looking to see more reporting on cost-benefit of AI. Is the data center investment (hardware, training, fact checking) a plus versus the cost of skilled personnel? Not to mention the subsidized public infrastructure investment, possibly like redundancy in the public sector energy grid. Specifically, how is 1 unit of AI output priced?
It would be like Prime Video vs Netflix.. lol
We're expecting strong bullish earnings, and strong bullish forward guidance from most of these companies during this earnings season.