Hyperscaler Capex
https://x.com/kimmonismus/status/1889784565935317169
The hardware AI landscape is accelerating at a breathtaking pace. Tech giants like Microsoft, Google, Meta, and Amazon spending $528 billion on AI infrastructure in 2024 to pursue artificial general intelligence (AGI). Leaders like Dario Amodei and Sam Altman predict AGI could arrive within 1-2 years, promising breakthroughs in health and energy but also warning of job losses, inequality, and societal risks. Despite challenges like electricity and chip shortages, the post calls for urgent global discussions to ensure equitable outcomes as humanity approaches this transformative era.