Logical Analysis Report

Key Focus

  • Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year. ...
  • Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said ...


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High Level Topics

  • COMPANY
  • SPENDING
  • MICROSOFT
  • INFRASTRUCTURE
  • High Level Abstractions

  • COMPANY
  • ( COMPANY )  top
  • ( COMPANY, ZUCKERBERG )  top
  • ( COMPANY, SPENDING )  top
  • ( COMPANY, GOOGLE )  top
  • ( COMPANY, CAPITAL )  top
  • ( COMPANY, OUTFITTING )  top
  • ( COMPANY, MICROSOFT )  top
  • ( COMPANY, MICROSOFT, GOOGLE )  top
  • ( COMPANY, MICROSOFT, CAPITAL )  top
  • ( COMPANY, MICROSOFT, SPENDING )  top
  • ( COMPANY, MICROSOFT, OUTFITTING )  top
  • ( COMPANY, MICROSOFT, META )  top
  • ( COMPANY, MICROSOFT, KEEP )  top
  • ( COMPANY, MICROSOFT, GROWTH )  top
  • ( COMPANY, MICROSOFT, EARNINGS )  top
  • ( COMPANY, MICROSOFT, ANALYSTS )  top
  • ( COMPANY, MICROSOFT, AMAZON )  top
  • ( COMPANY, META )  top
  • ( COMPANY, KEEP )  top
  • ( COMPANY, GROWTH )  top
  • ( COMPANY, EARNINGS )  top
  • ( COMPANY, ANALYSTS )  top
  • ( COMPANY, AMAZON )  top
  • SPENDING
  • ( SPENDING )  top
  • ( SPENDING, MICROSOFT )  top
  • ( SPENDING, INTELLIGENCE )  top
  • ( SPENDING, INDUSTRY )  top
  • ( SPENDING, GOOGLE )  top
  • ( SPENDING, CAPITAL )  top
  • ( SPENDING, ARTIFICIAL )  top
  • ( SPENDING, WEB )  top
  • ( SPENDING, TECHNOLOGY )  top
  • ( SPENDING, SUPERCOMPUTERS )  top
  • ( SPENDING, SOFTWARE )  top
  • ( SPENDING, SILICON_VALLEY )  top
  • MICROSOFT
  • ( MICROSOFT )  top
  • ( MICROSOFT, GROWTH )  top
  • ( MICROSOFT, GOOGLE )  top
  • ( MICROSOFT, CAPITAL )  top
  • ( MICROSOFT, WEB )  top
  • ( MICROSOFT, SOFTWARE )  top
  • ( MICROSOFT, OUTFITTING )  top
  • ( MICROSOFT, OPENAI )  top
  • ( MICROSOFT, NEWFANGLED )  top
  • ( MICROSOFT, NEW_YORK_TIMES )  top
  • ( MICROSOFT, META )  top
  • INFRASTRUCTURE
  • ( INFRASTRUCTURE )  top
  • References

    • ( COMPANY )  top
    • ( COMPANY, ZUCKERBERG )  top
    •   top. Meta's investors were unhappy with Mr. Zuckerberg, sending his company's share price down more than 16 percent after the call. But Mr. Zuckerberg, who just a few years ago was pilloried by shareholders for a planned spending spree on augmented and...
    • ( COMPANY, SPENDING )  top
    •   topNearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years.. . Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and...
    • ( COMPANY, GOOGLE )  top
    •   topNearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years.. . Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year
    • ( COMPANY, CAPITAL )  top
    •   topMicrosoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year.
    •   topGoogle's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said
    • ( COMPANY, OUTFITTING )  top
    •   topGoogle's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said. Microsoft's were up 22 percent
    • ( COMPANY, MICROSOFT )  top
    • ( COMPANY, MICROSOFT, GOOGLE )  top
    •   topSee ( COMPANY , GOOGLE )
    • ( COMPANY, MICROSOFT, CAPITAL )  top
    •   topSee ( COMPANY , CAPITAL )
    • ( COMPANY, MICROSOFT, SPENDING )  top
    •   topSee ( COMPANY , SPENDING )
    • ( COMPANY, MICROSOFT, OUTFITTING )  top
    •   topSee ( COMPANY , OUTFITTING )
    • ( COMPANY, MICROSOFT, META )  top
    •   topNearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years.. . Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the year
    • ( COMPANY, MICROSOFT, KEEP )  top
    •   topbusiness could have been even bigger - if the company had enough data center supply to meet the demand, underscoring the need to keep on building.
    • ( COMPANY, MICROSOFT, GROWTH )  top
    •   topMicrosoft's were up 22 percent. Amazon, which will report earnings on Tuesday, is expected to add to that growth.
    • ( COMPANY, MICROSOFT, EARNINGS )  top
    •   top... expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said. Microsoft's were up 22 percent. Amazon, which will report earnings on Tuesday, is expected to add to that growth.
    • ( COMPANY, MICROSOFT, ANALYSTS )  top
    •   topThat amounted to $1 billion in three months, analysts estimated.. . Microsoft said its generative A.I. business could have been even bigger - if the company had enough data center supply to meet the demand, underscoring the need to keep on building
    • ( COMPANY, MICROSOFT, AMAZON )  top
    •   topGoogle's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said. Microsoft's were up 22 percent. Amazon, which will report earnings on Tuesday, is expected to add to that growth.
    • ( COMPANY, META )  top
    •   topSee ( COMPANY , MICROSOFT , META )
    •   top. Meta's investors were unhappy with Mr. Zuckerberg, sending his company's share price down more than 16 percent after the call
    • ( COMPANY, KEEP )  top
    •   topSee ( COMPANY , MICROSOFT , KEEP )
    • ( COMPANY, GROWTH )  top
    •   topSee ( COMPANY , MICROSOFT , GROWTH )
    • ( COMPANY, EARNINGS )  top
    •   topSee ( COMPANY , MICROSOFT , EARNINGS )
    • ( COMPANY, ANALYSTS )  top
    •   topSee ( COMPANY , MICROSOFT , ANALYSTS )
    • ( COMPANY, AMAZON )  top
    •   topSee ( COMPANY , MICROSOFT , AMAZON )
    • ( SPENDING )  top
    • ( SPENDING, MICROSOFT )  top
    •   topNearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years.. . Microsoft, Meta, and Google's parent company, Alphabet, disclosed this week that they had spent more than $32 billion combined on data centers and other capital expenses in just the first three months of the...
    •   topFor all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected those new computer networks together
    • ( SPENDING, INTELLIGENCE )  top
    •   topIn Race to Build A.I., Tech Plans a Big Plumbing Upgrade. . The spending that the industry's giants expect artificial intelligence to require is starting to come into focus - and it is jarringly large.
    •   topwinner.. . The money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s. For all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software...
    • ( SPENDING, INDUSTRY )  top
    •   topIn Race to Build A.I., Tech Plans a Big Plumbing Upgrade. . The spending that the industry's giants expect artificial intelligence to require is starting to come into focus - and it is jarringly large
    •   topBut cloud computing has added a new wrinkle: Since most start-ups and even big companies from other industries contract with cloud computing providers to host their networks, the tech industry's biggest companies are spending big now in hopes of luring customers.. . Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the...
    • ( SPENDING, GOOGLE )  top
    •   topSee ( COMPANY , GOOGLE )
    •   top... even big companies from other industries contract with cloud computing providers to host their networks, the tech industry's biggest companies are spending big now in hopes of luring customers.. . Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said
    • ( SPENDING, CAPITAL )  top
    •   topSee ( COMPANY , CAPITAL )
    •   top... companies from other industries contract with cloud computing providers to host their networks, the tech industry's biggest companies are spending big now in hopes of luring customers.. . Google's capital expenditures - largely the money that goes into building and outfitting data centers - almost doubled in the first quarter, the company said
    • ( SPENDING, ARTIFICIAL )  top
    •   topIn Race to Build A.I., Tech Plans a Big Plumbing Upgrade. . The spending that the industry's giants expect artificial intelligence to require is starting to come into focus - and it is jarringly large.
    •   topwinner.. . The money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s. For all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real...
    • ( SPENDING, WEB )  top
    •   topThe money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s. For all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected...
    • ( SPENDING, TECHNOLOGY )  top
    •   topThe companies all said in calls with investors that they had no plans to slow down their A.I. spending.. . In the clearest sign of how A.I. has become a story about building a massive technology infrastructure, Meta said on Wednesday that it needed to spend billions more on the chips and data centers for A.I
    •   topwinner.. . The money being thrown at technology to support artificial intelligence is also a reminder of spending patterns of the dot-com boom of the 1990s
    • ( SPENDING, SUPERCOMPUTERS )  top
    •   topThey are investing in huge new facilities, while even places like Saudi Arabia are racing to build supercomputers to handle A.I. Nearly everyone with a foot in tech or giant piles of money, it seems, is jumping into a spending frenzy that some believe could last for years.
    • ( SPENDING, SOFTWARE )  top
    •   topFor all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected those new computer networks together
    • ( SPENDING, SILICON_VALLEY )  top
    •   top"I think it makes sense to go for it, and we're going to," Mark Zuckerberg, Meta's chief executive, said in a call with investors.. . The eye-popping spending reflects an old parable in Silicon Valley: The people who made the biggest fortunes in California's gold rush weren't the miners - they were the people selling the shovels
    • ( MICROSOFT )  top
    • ( MICROSOFT, GROWTH )  top
    •   topSee ( COMPANY , MICROSOFT , GROWTH )
    •   topbusiness, which it said had contributed to more than a fifth of the growth of its cloud computing business. That amounted to $1 billion in three months, analysts estimated.
    • ( MICROSOFT, GOOGLE )  top
    •   topSee ( COMPANY , GOOGLE )
    • ( MICROSOFT, CAPITAL )  top
    •   topSee ( COMPANY , CAPITAL )
    • ( MICROSOFT, WEB )  top
    •   topFor all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected...
    • ( MICROSOFT, SOFTWARE )  top
    •   topSee ( SPENDING , SOFTWARE )
    • ( MICROSOFT, OUTFITTING )  top
    •   topSee ( COMPANY , OUTFITTING )
    • ( MICROSOFT, OPENAI )  top
    •   topproject," Satya Nadella, Microsoft's chief executive, said on Thursday.. . (The New York Times sued Microsoft and its partner, OpenAI, in December, claiming copyright infringement of news content related to their A.I.
    • ( MICROSOFT, NEWFANGLED )  top
    •   topFor all of the excitement around web browsers and newfangled e-commerce websites, the companies making the real money were software giants like Microsoft and Oracle, the chipmaker Intel, and Cisco Systems, which made the gear that connected those new computer...
    • ( MICROSOFT, NEW_YORK_TIMES )  top
    •   topproject," Satya Nadella, Microsoft's chief executive, said on Thursday.. . (The New York Times sued Microsoft and its partner, OpenAI, in December, claiming copyright infringement of news content related to their A.I
    • ( MICROSOFT, META )  top
    •   topSee ( COMPANY , MICROSOFT , META )
    • ( INFRASTRUCTURE )  top
    •   topspending.. . In the clearest sign of how A.I. has become a story about building a massive technology infrastructure, Meta said on Wednesday that it needed to spend billions more on the chips and data centers for A.I
    •   top... shareholders this month, Andy Jassy, Amazon's chief executive, said that much attention had been paid to A.I. applications, like ChatGPT, but that the opportunity for more technical efforts, around infrastructure and data, was "gigantic.". . For the computing infrastructure, "the key is the chip inside it," he said, emphasizing that bringing down costs and wringing more performance out of the...
    •   topWith such long-term bets, Susan Li, Meta's finance chief, said the company was building with "fungibility." It wants wiggle room to change how it uses the infrastructure, if the future turns out to be not exactly what it expects. .