A look at the economics of Microsoft and Google inserting LLMs into search, crushing profitability and requiring massive capex, and the impact on the companies (SemiAnalysis)

SemiAnalysis:
A look at the economics of Microsoft and Google inserting LLMs into search, crushing profitability and requiring massive capex, and the impact on the companies  —  $30B Of Google Profit Evaporating Overnight, Performance…

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