Comment Comment by JonathanBeuys I have not looked into Meta, but when I look at the growth of Alphabet's cloud revenue, it looks pretty solid:https://x.com/JonathanBeuys/status/1984882268817519036That is revenue from real world usage of their datacenters. Usage their customers would not pay for if it did not have a positive ROI.A pretty stable growth of 30% per year for the last 5 years. At a current level of about $50B per year.What is the value of it, if it continues like this for another decade? Revenue would be at roughly $1T/year then.In the face of this real usage and the growth of it, spending tens of billions of dollars on building out infrastructure looks ok to me. parent JonathanBeuys 1 year ago
https://x.com/JonathanBeuys/status/1984882268817519036
That is revenue from real world usage of their datacenters. Usage their customers would not pay for if it did not have a positive ROI.
A pretty stable growth of 30% per year for the last 5 years. At a current level of about $50B per year.
What is the value of it, if it continues like this for another decade? Revenue would be at roughly $1T/year then.
In the face of this real usage and the growth of it, spending tens of billions of dollars on building out infrastructure looks ok to me.