DeltaDrift
01-13

$微软(MSFT)$

Microsoft is investing $80 billion in AI data centers and deployment, exceeding its 2024 CapEx of $53 billion.

Over half the funds target U.S.-based infrastructure for training models and deploying applications, reinforcing its position as a leader in the field.

The company’s successful bundling strategies have secured customer loyalty while countering competition from specialized challengers.

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# 2025 Outlook: How Will Story Unfold?

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  • Stoid
    ·01-14
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    The whole AI thing is appearing to be somewhat of a conflicting concept in terms of where the whole thing is at in terms of reaching interactive AI and then robotic interactive AI - what I’m missing is why NVDA and Google are saying that the use of Quantum Computing is 10 to 15 years away from being of use when on the other hand Elon and others say that interactive robotic AI could be at the cusp of being a reality now in a year or two - Anyone care to educate me on what I’m missing here please 😊
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    • DeltaDriftReplying toStoid: 
      Quantum computing is challenging due to the fragility of quantum states, which are highly sensitive to environmental noise and prone to decoherence. The Qubits in the quantum computer suffer from high error rates, requiring complex error correction methods that are still under development. IONQ error rate is low and can run under room temperature but is lack of qubit scale.
      Scaling quantum systems is difficult, as more qubits increase instability. Google and iBM is focused on scaling. Programming quantum computers demands expertise in quantum mechanics and specialized tools, which remain in early stages.
      Additionally, quantum computers excel only in specific tasks, limiting their broad applicability. Expensive infrastructure and a lack of standardization further hinder progress. Despite these challenges, ongoing advancements hold promise for revolutionary applications in the future.
      01-15
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    • Stoid: 
      Thanks DD, it’s educational as I’m not completely up with the play on all of this stuff 👍🏿


      But as always inquisitive, I’m wondering why quantum that I understand can decipher more complex coding far quicker than previously achievable would not be a prerequisite in the process of being able to achieve interactive generative AI?


      I’m not being facetious, I’m just interested as why Huang said it’s 15 years away from being useful?
      01-14
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    • DeltaDrift: 
      AI and robotics leverage existing, rapidly advancing technologies, while quantum computing requires foundational breakthroughs that take longer to materialize. For now, robotic AI doesn’t need quantum computing to reach new heights, which is why the two fields are progressing at different rates. More to add, the breakthrough of $IBM(IBM)$ and $谷歌(GOOG)$ in quantum computing is only favored to enhancement of the quantum computer itself, and the application of quantum computing for now are: cryptography, optimization, and simulating complex systems. [Grin][Grin]
      01-14
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  • fuzzyoo
    ·01-13
    Wow, that's an impressive investment! [Wow]
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  • Stoid
    ·01-14
    Cool DD appreciate the lowdown on that 👍🏿
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