#aicapex — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #aicapex, aggregated by home.social.
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PIMCO fund manager pivots to Asia’s AI supply chain, loading up on Samsung, TSMC and other “pick-and-shovel” plays — BigGo Finance
As artificial intelligence capital expenditure continues to surge, a roughly $19 billion fund at Pacific Investment Management Co.…
#EuropeSays #Korea #KR #SamsungElectronics #Aicapex #datacenters #EmmanuelSharef #MagnificentSeven #PIMCO #Samsung #SKhynix #TSMC
https://www.europesays.com/korea/144081/ -
Goldman Says the Bulls and the Bears Are Wrong About the Impact of AI Capex
The bull and the bears both have it wrong when it comes to the impact of AI capex…
#Economy #AI #aicapex #aicapexspending #AIInvestment #area #bear #bull #consumerspending #GDP #goldman #impact #manycompany #rindels #team #USGDPgrowth
https://www.europesays.com/3187917/ -
Goldman Says the Bulls and the Bears Are Wrong About the Impact of AI Capex https://www.byteseu.com/2265978/ #AI #AiCapex #AiCapexSpending #AIInvestment #area #Bear #bull #ConsumerSpending #economy #GDP #goldman #impact #ManyCompany #rindels #team #UsGdpGrowth
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You've gotta spend money to make money. Yet the AI capex spend of Microsoft has grown far more than Azure revenue it gets from OpenAI et al. My take on the latest MSFT quarterly earnings report and what we can read from between the lines (gift link):
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You've gotta spend money to make money. Yet the AI capex spend of Microsoft has grown far more than Azure revenue it gets from OpenAI et al. My take on the latest MSFT quarterly earnings report and what we can read from between the lines (gift link):
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You've gotta spend money to make money. Yet the AI capex spend of Microsoft has grown far more than Azure revenue it gets from OpenAI et al. My take on the latest MSFT quarterly earnings report and what we can read from between the lines (gift link):
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You've gotta spend money to make money. Yet the AI capex spend of Microsoft has grown far more than Azure revenue it gets from OpenAI et al. My take on the latest MSFT quarterly earnings report and what we can read from between the lines (gift link):
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You've gotta spend money to make money. Yet the AI capex spend of Microsoft has grown far more than Azure revenue it gets from OpenAI et al. My take on the latest MSFT quarterly earnings report and what we can read from between the lines (gift link):
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S&P 500’s Stagnation Hides a Deeper Story: Deutsche Bank Says Post-WWII Midterm Election Pattern Has Never Failed — BigGo Finance
U.S. corporate earnings for the second quarter have repeatedly delivered positive surprises, with profits far exceeding Wall Street…
#Germany #DE #Europe #EU #Europa #DeutscheBank #AICapex #BuffettIndicator #Iran #JimReid #MagnificentSeven #S&P500 #U.S.MidtermElections
https://www.europesays.com/germany/64027/ -
Is Big Tech Spending More Just to Stand Still in the AI Race?
Big Tech earnings season starts next week with Google, but the most important number won’t be profit or…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #aicapex #Amazon #ArtificialIntelligence #bigtechearningseason #bradgastwirth #company #gigawatt #Google #Inflation #Investor #memorychipprice #Meta #plan #price #Research #Technology #year
https://www.newsbeep.com/us/770514/ -
Is Big Tech Spending More Just to Stand Still in the AI Race?
Big Tech earnings season starts next week with Google, but the most important number won’t be profit or…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #aicapex #Amazon #ArtificialIntelligence #bigtechearningseason #bradgastwirth #company #gigawatt #Google #Inflation #Investor #memorychipprice #Meta #plan #price #Research #Technology #year
https://www.newsbeep.com/us/770514/ -
https://www.europesays.com/people/156993/ Is Big Tech Spending More Just to Stand Still in the AI Race? #AiCapex #Amazon #BigTechEarningSeason #BradGastwirth #company #gigawatt #Google #Inflation #Investor #MemoryChipPrice #Meta #plan #price #Research #SundarPichai #year
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SK Hynix’s IPO is really a bet on the future of AI
When South Korea’s chip giant SK Hynix launches its planned US$29 billion US listing, investors will tell themselves…
#EuropeSays #Korea #KR #SKHynix #AIboom #AIbubble #AIBust #Aicapex #AIDataCenters #artificialintelligence #Block2 #SK #SKhynix
https://www.europesays.com/korea/76495/ -
3 BMO: For #markets then, it's back to the regularly-scheduled programming of the #AIcapex #boom, somewhat stubborn #inflation and the interplay of valuations and #Fed rate hike expectations—the market still believes the next move on rates will be higher, with a 25 bp move fully priced for December.
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3 BMO: For #markets then, it's back to the regularly-scheduled programming of the #AIcapex #boom, somewhat stubborn #inflation and the interplay of valuations and #Fed rate hike expectations—the market still believes the next move on rates will be higher, with a 25 bp move fully priced for December.
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3 BMO: For #markets then, it's back to the regularly-scheduled programming of the #AIcapex #boom, somewhat stubborn #inflation and the interplay of valuations and #Fed rate hike expectations—the market still believes the next move on rates will be higher, with a 25 bp move fully priced for December.
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3 BMO: For #markets then, it's back to the regularly-scheduled programming of the #AIcapex #boom, somewhat stubborn #inflation and the interplay of valuations and #Fed rate hike expectations—the market still believes the next move on rates will be higher, with a 25 bp move fully priced for December.
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https://www.europesays.com/ie/570180/ AI Stocks’ Divergence Between Chips, Mag 7 Signals a Shift in the Market #AI #AICapex #AiTrade #ArtificialIntelligence #ArtificialIntelligence #BigSpender #BusinessInsider #divergence #Éire #hyperscaler #IE #investor #Ireland #jpmorgan #LargeFirm #market #month #rotation #stock #Technology #week #year
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https://www.europesays.com/people/65463/ Meta is turning layoffs into fuel for its AI spending race – Startup Fortune #AiCapex #AIInfrastructureSpending #MarkZuckerberg #Meta #MetaLayoffs2026 #StartupComputeCosts
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2 Things Are Driving US Economic Growth and the Iran War Threatens Both
The US economy is increasingly reliant on just two things to drive continued growth and the Iran war…
#Economy #aicapex #aitailwind #america #bank #BofA #Boost #business #consumerspending #continuedgrowth #datumcenter #energymarketdisruption #Inflation #iranwar #Microsoft #surge #USeconomicgrowth
https://www.europesays.com/2968423/ -
https://www.europesays.com/ie/469922/ 2 Things Are Driving US Economic Growth and the Iran War Threatens Both #AICapex #AiTailwind #america #bank #bofa #boost #Business #ConsumerSpending #ContinuedGrowth #DatumCenter #Economy #Éire #EnergyMarketDisruption #IE #inflation #IRANWAR #Ireland #Microsoft #surge #USEconomicGrowth
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https://www.europesays.com/people/49859/ Meta Earnings Updates: Stock Drops 6% As Capex Expected to Increase #AiCapex #AIModel #AnalystCall #billion #CFOSusanLi #company #FirstModel #MarkZuckerberg #Meta #MetaEarning #MuseSpark #people #revenue #StaffMonth #year #zuckerberg
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Meta Earnings Updates: Stock Drops 6% As Capex Expected to Increase
Meta earnings are here — and so is another message to investors that capex spending is expected to…
#UnitedStates #US #USA #aicapex #aimodel #america #analystcall #business #company #firstmodel #firstquarter #Meta #metaearning #month #musespark #release #revenue #stock #unitedstatesofamerica #year #Youngpeople
https://www.europesays.com/2954839/ -
https://www.europesays.com/ie/335690/ Amazon, Google And Others Are Pouring $700 Billion Into AI CapEx, Top Analyst Explains Why This Makes It ‘Hard’ To Bet Against Nvidia #AI #AICapex #ArtificialIntelligence #ArtificialIntelligence #CapitalExpenditures #DanielNewman #Éire #IE #Ireland #Nvidia #Technology
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"The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of the technology and the stock concentration in US equities are classic peak bubble signals. But history shows that a bust triggered by this over-investment may hold the key to the positive long-run potential of AI.
AI stocks have exhibited bubble characteristics for a while. Share prices have skyrocketed, driving excessive index concentration. AI companies are doing deals between themselves, helping inflate their valuations. And they are buying each other’s products and using vendor financing to sustain growth.
Until recently, the missing ingredient was the rapid build-out of physical capital. This is now firmly in place, echoing the capex boom seen in the late-1990s bubble in telecommunications, media and technology stocks. That scaling of the internet and mobile telephony was central to sustaining “blue sky” earnings expectations and extreme valuations, but it also led to the TMT bust.
This followed the similar patterns from the introduction of nearly all general-purpose technologies — from railways, electricity, radio, semiconductors, to the internet. These bubbles didn’t end because the dream about the new technologies fell short; rather, the bubbles burst either due to regulation, increased competition, or the buyers of the products being unwilling, or unable, to sustain the demand. While the technology theme may be structural, all too often the end users are cyclical, putting the returns on investment in this excess capacity at risk from weakness in end-user cash flow."
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be
-
"The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of the technology and the stock concentration in US equities are classic peak bubble signals. But history shows that a bust triggered by this over-investment may hold the key to the positive long-run potential of AI.
AI stocks have exhibited bubble characteristics for a while. Share prices have skyrocketed, driving excessive index concentration. AI companies are doing deals between themselves, helping inflate their valuations. And they are buying each other’s products and using vendor financing to sustain growth.
Until recently, the missing ingredient was the rapid build-out of physical capital. This is now firmly in place, echoing the capex boom seen in the late-1990s bubble in telecommunications, media and technology stocks. That scaling of the internet and mobile telephony was central to sustaining “blue sky” earnings expectations and extreme valuations, but it also led to the TMT bust.
This followed the similar patterns from the introduction of nearly all general-purpose technologies — from railways, electricity, radio, semiconductors, to the internet. These bubbles didn’t end because the dream about the new technologies fell short; rather, the bubbles burst either due to regulation, increased competition, or the buyers of the products being unwilling, or unable, to sustain the demand. While the technology theme may be structural, all too often the end users are cyclical, putting the returns on investment in this excess capacity at risk from weakness in end-user cash flow."
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be
-
"The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of the technology and the stock concentration in US equities are classic peak bubble signals. But history shows that a bust triggered by this over-investment may hold the key to the positive long-run potential of AI.
AI stocks have exhibited bubble characteristics for a while. Share prices have skyrocketed, driving excessive index concentration. AI companies are doing deals between themselves, helping inflate their valuations. And they are buying each other’s products and using vendor financing to sustain growth.
Until recently, the missing ingredient was the rapid build-out of physical capital. This is now firmly in place, echoing the capex boom seen in the late-1990s bubble in telecommunications, media and technology stocks. That scaling of the internet and mobile telephony was central to sustaining “blue sky” earnings expectations and extreme valuations, but it also led to the TMT bust.
This followed the similar patterns from the introduction of nearly all general-purpose technologies — from railways, electricity, radio, semiconductors, to the internet. These bubbles didn’t end because the dream about the new technologies fell short; rather, the bubbles burst either due to regulation, increased competition, or the buyers of the products being unwilling, or unable, to sustain the demand. While the technology theme may be structural, all too often the end users are cyclical, putting the returns on investment in this excess capacity at risk from weakness in end-user cash flow."
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be
-
"The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of the technology and the stock concentration in US equities are classic peak bubble signals. But history shows that a bust triggered by this over-investment may hold the key to the positive long-run potential of AI.
AI stocks have exhibited bubble characteristics for a while. Share prices have skyrocketed, driving excessive index concentration. AI companies are doing deals between themselves, helping inflate their valuations. And they are buying each other’s products and using vendor financing to sustain growth.
Until recently, the missing ingredient was the rapid build-out of physical capital. This is now firmly in place, echoing the capex boom seen in the late-1990s bubble in telecommunications, media and technology stocks. That scaling of the internet and mobile telephony was central to sustaining “blue sky” earnings expectations and extreme valuations, but it also led to the TMT bust.
This followed the similar patterns from the introduction of nearly all general-purpose technologies — from railways, electricity, radio, semiconductors, to the internet. These bubbles didn’t end because the dream about the new technologies fell short; rather, the bubbles burst either due to regulation, increased competition, or the buyers of the products being unwilling, or unable, to sustain the demand. While the technology theme may be structural, all too often the end users are cyclical, putting the returns on investment in this excess capacity at risk from weakness in end-user cash flow."
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be
-
"The AI “bubble” looks to be approaching its endgame. The dramatic rise in AI capital expenditure by so-called hyperscalers of the technology and the stock concentration in US equities are classic peak bubble signals. But history shows that a bust triggered by this over-investment may hold the key to the positive long-run potential of AI.
AI stocks have exhibited bubble characteristics for a while. Share prices have skyrocketed, driving excessive index concentration. AI companies are doing deals between themselves, helping inflate their valuations. And they are buying each other’s products and using vendor financing to sustain growth.
Until recently, the missing ingredient was the rapid build-out of physical capital. This is now firmly in place, echoing the capex boom seen in the late-1990s bubble in telecommunications, media and technology stocks. That scaling of the internet and mobile telephony was central to sustaining “blue sky” earnings expectations and extreme valuations, but it also led to the TMT bust.
This followed the similar patterns from the introduction of nearly all general-purpose technologies — from railways, electricity, radio, semiconductors, to the internet. These bubbles didn’t end because the dream about the new technologies fell short; rather, the bubbles burst either due to regulation, increased competition, or the buyers of the products being unwilling, or unable, to sustain the demand. While the technology theme may be structural, all too often the end users are cyclical, putting the returns on investment in this excess capacity at risk from weakness in end-user cash flow."
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be