nine billion *per month* in chips in perpetuity can’t be correct can it?
FinTwitterMICROSOFT CFO AMY HOOD SAID ROUGHLY TWO-THIRDS OF THE COMPANY'S $41 BLN CAPEX WAS FOR SHORT-LIVED ASSETS, MOSTLY CPUS AND GPUS, IMPLYING ABOUT $9 BLN A MONTH ON CHIPS, WHILE LEAVING THIS CALENDAR YEAR'S CAPEX ESSENTIALLY UNCHANGED AND SEEING SPENDING GROW NEXT YEAR WITHOUT SPECIFYING A NUMBER.