… She also noted that it was clear that Congress didn’t want the government taking equity stakes in the companies using the money, adding that doing so “represents communism, not capitalism.” The DOC said that as part of the deals, the government will take a small equity stake in each company. …
… There is probably at least that much expected to be spent between the big AI model builders who are starting to build their own datacenters , hyperscalers in China, plus sovereign AI centers, HPC centers, academic centers, and governments who are also wanting to get in on the GenAI action. …
… The US government has invested $11.1 billion in total into Intel, and Nvidia has invested another $5 billion, so that is the roundabout way that Intel could afford to do this. …
… The Epyc CPUs, by contrast, grew by 53 percent to $3.65 billion in our model, and based on hints that Su & Co gave out on the call, we think sales to hyperscalers and clouds represented 76.2 percent of that CPU pie, which is $2.78 billion, while enterprises, telcos, service providers, academia, and… …