BREAKINGتازہ ترینताज़ा खबर
Anthropic's compute costs eat a bigger share of revenue as growth surgesAnthropic's compute costs eat a bigger share of revenue as growth surgesAnthropic's compute costs eat a bigger share of revenue as growth surgesStartup plans 50,000 space mirrors to beam sunlight down at nightStartup plans 50,000 space mirrors to beam sunlight down at nightStartup plans 50,000 space mirrors to beam sunlight down at nightChina steps up Middle East diplomacy as fears grow of a renewed US-Iran warChina steps up Middle East diplomacy as fears grow of a renewed US-Iran warChina steps up Middle East diplomacy as fears grow of a renewed US-Iran warTrump makes his last pitch to voters on Election DayTrump makes his last pitch to voters on Election DayTrump makes his last pitch to voters on Election DayDisney expected to lay off thousands in its biggest round of cuts this yearDisney expected to lay off thousands in its biggest round of cuts this yearDisney expected to lay off thousands in its biggest round of cuts this yearAckman warns speculative trading is turning the stock market into a casinoAckman warns speculative trading is turning the stock market into a casinoAckman warns speculative trading is turning the stock market into a casinoRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsSigns point to a big BioWare N7 Day celebration planned before the studio closedSigns point to a big BioWare N7 Day celebration planned before the studio closedSigns point to a big BioWare N7 Day celebration planned before the studio closedCritics of Ilhan Omar describe threats and intimidation, report saysCritics of Ilhan Omar describe threats and intimidation, report saysCritics of Ilhan Omar describe threats and intimidation, report saysGoogle app may replace its bottom bar tabs with Videos, Images and YouGoogle app may replace its bottom bar tabs with Videos, Images and YouGoogle app may replace its bottom bar tabs with Videos, Images and YouStar Wars Jedi: Survivor's final hidden secret found after three and a half yearsStar Wars Jedi: Survivor's final hidden secret found after three and a half yearsStar Wars Jedi: Survivor's final hidden secret found after three and a half yearsWar widens in the Black Sea, testing NATO's red linesWar widens in the Black Sea, testing NATO's red linesWar widens in the Black Sea, testing NATO's red linesGoogle confirms Android Family Hub, a new family space inside SettingsGoogle confirms Android Family Hub, a new family space inside SettingsGoogle confirms Android Family Hub, a new family space inside SettingsFive rescued off Kiribati after three months adrift at sea, four still missingFive rescued off Kiribati after three months adrift at sea, four still missingFive rescued off Kiribati after three months adrift at sea, four still missingDeath toll reaches 31 after Russian strikes hit a Ukrainian aid siteDeath toll reaches 31 after Russian strikes hit a Ukrainian aid siteDeath toll reaches 31 after Russian strikes hit a Ukrainian aid siteKing calls the slave trade a shameful chapter in Commonwealth addressKing calls the slave trade a shameful chapter in Commonwealth addressKing calls the slave trade a shameful chapter in Commonwealth addressScientists spot a potentially massive dwarf planet candidate beyond PlutoScientists spot a potentially massive dwarf planet candidate beyond PlutoScientists spot a potentially massive dwarf planet candidate beyond PlutoEating blueberries every day may ease depressive symptoms in older adultsEating blueberries every day may ease depressive symptoms in older adultsEating blueberries every day may ease depressive symptoms in older adultsIran warns of a 'new battlefield' after reported US strike on QeshmIran warns of a 'new battlefield' after reported US strike on QeshmIran warns of a 'new battlefield' after reported US strike on QeshmAnthropic's compute costs eat a bigger share of revenue as growth surgesAnthropic's compute costs eat a bigger share of revenue as growth surgesAnthropic's compute costs eat a bigger share of revenue as growth surgesStartup plans 50,000 space mirrors to beam sunlight down at nightStartup plans 50,000 space mirrors to beam sunlight down at nightStartup plans 50,000 space mirrors to beam sunlight down at nightChina steps up Middle East diplomacy as fears grow of a renewed US-Iran warChina steps up Middle East diplomacy as fears grow of a renewed US-Iran warChina steps up Middle East diplomacy as fears grow of a renewed US-Iran warTrump makes his last pitch to voters on Election DayTrump makes his last pitch to voters on Election DayTrump makes his last pitch to voters on Election DayDisney expected to lay off thousands in its biggest round of cuts this yearDisney expected to lay off thousands in its biggest round of cuts this yearDisney expected to lay off thousands in its biggest round of cuts this yearAckman warns speculative trading is turning the stock market into a casinoAckman warns speculative trading is turning the stock market into a casinoAckman warns speculative trading is turning the stock market into a casinoRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProRedMagic takes its RGB liquid-cooled gaming phone global as the 12 ProMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsMalachi Jordan commits to St. John's, its first five-star recruit in 13 yearsSigns point to a big BioWare N7 Day celebration planned before the studio closedSigns point to a big BioWare N7 Day celebration planned before the studio closedSigns point to a big BioWare N7 Day celebration planned before the studio closedCritics of Ilhan Omar describe threats and intimidation, report saysCritics of Ilhan Omar describe threats and intimidation, report saysCritics of Ilhan Omar describe threats and intimidation, report saysGoogle app may replace its bottom bar tabs with Videos, Images and YouGoogle app may replace its bottom bar tabs with Videos, Images and YouGoogle app may replace its bottom bar tabs with Videos, Images and YouStar Wars Jedi: Survivor's final hidden secret found after three and a half yearsStar Wars Jedi: Survivor's final hidden secret found after three and a half yearsStar Wars Jedi: Survivor's final hidden secret found after three and a half yearsWar widens in the Black Sea, testing NATO's red linesWar widens in the Black Sea, testing NATO's red linesWar widens in the Black Sea, testing NATO's red linesGoogle confirms Android Family Hub, a new family space inside SettingsGoogle confirms Android Family Hub, a new family space inside SettingsGoogle confirms Android Family Hub, a new family space inside SettingsFive rescued off Kiribati after three months adrift at sea, four still missingFive rescued off Kiribati after three months adrift at sea, four still missingFive rescued off Kiribati after three months adrift at sea, four still missingDeath toll reaches 31 after Russian strikes hit a Ukrainian aid siteDeath toll reaches 31 after Russian strikes hit a Ukrainian aid siteDeath toll reaches 31 after Russian strikes hit a Ukrainian aid siteKing calls the slave trade a shameful chapter in Commonwealth addressKing calls the slave trade a shameful chapter in Commonwealth addressKing calls the slave trade a shameful chapter in Commonwealth addressScientists spot a potentially massive dwarf planet candidate beyond PlutoScientists spot a potentially massive dwarf planet candidate beyond PlutoScientists spot a potentially massive dwarf planet candidate beyond PlutoEating blueberries every day may ease depressive symptoms in older adultsEating blueberries every day may ease depressive symptoms in older adultsEating blueberries every day may ease depressive symptoms in older adultsIran warns of a 'new battlefield' after reported US strike on QeshmIran warns of a 'new battlefield' after reported US strike on QeshmIran warns of a 'new battlefield' after reported US strike on Qeshm
Advertisement
Text size:
Musk • 2026-11-01, 19:16 ET • ~1 min read

Musk warns of AI shakeout as tech giants feel the cost squeeze

مسک نے اے آئی شیک آؤٹ کی وارننگ دی، بڑی ٹیک کمپنیوں پر لاگت کا دباؤ

मस्क ने एआई शेकआउट की चेतावनी दी, बड़ी टेक कंपनियों पर लागत का दबाव

Musk warns of AI shakeout as tech giants feel the cost squeeze

Key points

اہم نکات

मुख्य बातें

  • Elon Musk has warned of a shakeout among firms renting out computing power for artificial intelligence, saying debt markets have almost entirely shut off money for companies without revenue beyond AI data centres.
  • His warning came as a week of big-tech earnings showed the cost of the AI boom: Alphabet reported negative free cash flow for a second straight quarter despite cloud revenue doubling, Meta launched about $35 billion in stock offerings towards a near-$100 billion raise, and Amazon reported negative trailing free cash flow of $42.4 billion.
  • Musk said SpaceX, which raised $40 billion in debt for chips, was different because it has Starlink and launch revenue, and dismissed buying any neocloud firm as 'pointless'.
  • ایلون مسک نے مصنوعی ذہانت کے لیے کمپیوٹنگ طاقت کرائے پر دینے والی کمپنیوں میں شیک آؤٹ کی وارننگ دی ہے، کہتے ہوئے کہ قرض کی مارکیٹوں نے اے آئی ڈیٹا سینٹرز سے باہر آمدنی کے بغیر کمپنیوں کے لیے پیسہ تقریباً مکمل بند کر دیا ہے۔ ان کی وارننگ بڑی ٹیک کمپنیوں کی کمائی کے ایک ہفتے کے دوران آئی جس میں اے آئی کی لاگت واضح ہوئی: الفابیٹ کی کلاؤڈ آمدنی دگنی ہونے کے باوجود مسلسل دوسری سہ ماہی میں منفی فری کیش فلو رہا، میٹا نے تقریباً 100 ارب ڈالر جمع کرنے کے لیے تقریباً 35 ارب ڈالر کی اسٹاک آفرنگ شروع کی، اور ایمازون کا منفی فری کیش فلو 42.4 ارب ڈالر رہا۔ مسک نے کہا کہ اسپیسیکس مختلف ہے کیونکہ اس نے چپس کے لیے 40 ارب ڈالر کا قرض لیا ہے لیکن اس کے پاس اسٹارلنک اور لانچ آمدنی ہے، اور کسی نیوکلاؤڈ کمپنی کو خریدنے کو 'بے مقصد' قرار دیا۔
  • एलोन मस्क ने कृत्रिम बुद्धिमत्ता के लिए कंप्यूटिंग शक्ति किराए पर देने वाली कंपनियों में शेकआउट की चेतावनी दी है, कहते हुए कि कर्ज़ के बाज़ारों ने एआई डेटा सेंटरों से बाहर राजस्व के बिना कंपनियों के लिए पैसा लगभग पूरी तरह बंद कर दिया है। उनकी चेतावनी बड़ी टेक कंपनियों की कमाई के एक हफ्ते के दौरान आई जिसमें एआई की लागत साफ दिखी: अल्फाबेट का क्लाउड राजस्व दोगुना होने के बावजूद लगातार दूसरी तिमाही में नकारात्मक मुक्त नकदी प्रवाह रहा, मेटा ने लगभग 100 अरब डॉलर जुटाने के लिए लगभग 35 अरब डॉलर की स्टॉक पेशकश शुरू की, और अमेज़न का नकारात्मक मुक्त नकदी प्रवाह 42.4 अरब डॉलर रहा। मस्क ने कहा कि स्पेसएक्स अलग है क्योंकि उसने चिप्स के लिए 40 अरब डॉलर का कर्ज़ लिया है लेकिन उसके पास स्टारलिंक और लॉन्च राजस्व है, और किसी नियोक्लाउड कंपनी को खरीदने को 'बेमतलब' बताया।

Elon Musk has warned of a shakeout among firms renting out computing power for artificial intelligence, saying debt markets have almost entirely shut off money for companies without revenue beyond AI data centres. His warning came as a week of big-tech earnings showed the cost of the AI boom: Alphabet reported negative free cash flow for a second straight quarter despite cloud revenue doubling, Meta launched about $35 billion in stock offerings towards a near-$100 billion raise, and Amazon reported negative trailing free cash flow of $42.4 billion. Musk said SpaceX, which raised $40 billion in debt for chips, was different because it has Starlink and launch revenue, and dismissed buying any neocloud firm as 'pointless'.

ایلون مسک نے مصنوعی ذہانت کے لیے کمپیوٹنگ طاقت کرائے پر دینے والی کمپنیوں میں شیک آؤٹ کی وارننگ دی ہے، کہتے ہوئے کہ قرض کی مارکیٹوں نے اے آئی ڈیٹا سینٹرز سے باہر آمدنی کے بغیر کمپنیوں کے لیے پیسہ تقریباً مکمل بند کر دیا ہے۔ ان کی وارننگ بڑی ٹیک کمپنیوں کی کمائی کے ایک ہفتے کے دوران آئی جس میں اے آئی کی لاگت واضح ہوئی: الفابیٹ کی کلاؤڈ آمدنی دگنی ہونے کے باوجود مسلسل دوسری سہ ماہی میں منفی فری کیش فلو رہا، میٹا نے تقریباً 100 ارب ڈالر جمع کرنے کے لیے تقریباً 35 ارب ڈالر کی اسٹاک آفرنگ شروع کی، اور ایمازون کا منفی فری کیش فلو 42.4 ارب ڈالر رہا۔ مسک نے کہا کہ اسپیسیکس مختلف ہے کیونکہ اس نے چپس کے لیے 40 ارب ڈالر کا قرض لیا ہے لیکن اس کے پاس اسٹارلنک اور لانچ آمدنی ہے، اور کسی نیوکلاؤڈ کمپنی کو خریدنے کو 'بے مقصد' قرار دیا۔

एलोन मस्क ने कृत्रिम बुद्धिमत्ता के लिए कंप्यूटिंग शक्ति किराए पर देने वाली कंपनियों में शेकआउट की चेतावनी दी है, कहते हुए कि कर्ज़ के बाज़ारों ने एआई डेटा सेंटरों से बाहर राजस्व के बिना कंपनियों के लिए पैसा लगभग पूरी तरह बंद कर दिया है। उनकी चेतावनी बड़ी टेक कंपनियों की कमाई के एक हफ्ते के दौरान आई जिसमें एआई की लागत साफ दिखी: अल्फाबेट का क्लाउड राजस्व दोगुना होने के बावजूद लगातार दूसरी तिमाही में नकारात्मक मुक्त नकदी प्रवाह रहा, मेटा ने लगभग 100 अरब डॉलर जुटाने के लिए लगभग 35 अरब डॉलर की स्टॉक पेशकश शुरू की, और अमेज़न का नकारात्मक मुक्त नकदी प्रवाह 42.4 अरब डॉलर रहा। मस्क ने कहा कि स्पेसएक्स अलग है क्योंकि उसने चिप्स के लिए 40 अरब डॉलर का कर्ज़ लिया है लेकिन उसके पास स्टारलिंक और लॉन्च राजस्व है, और किसी नियोक्लाउड कंपनी को खरीदने को 'बेमतलब' बताया।

Most read

سب سے زیادہ پڑھی گئی

सबसे ज़्यादा पढ़ी गई

  1. Loading...
Advertisement