Building an AI stack to perform some task can often be budgeted as capex even where it would be opex if humans did it. Capex tasks can be considered to be eith

Building an AI stack to perform some task can often be budgeted as capex even where it would be opex if humans did it. Capex tasks can be considered to be either "Cheaper" (as they're investments, not expenses) or "Better", since they create long term value on top of the short term, depending on how you want to define your axes. When doing this budgeting, moving items from opex to capex in this way is mostly based on belief structures, as it's too early to tell if the capex generates lasting value or not. Short term, though, it tends to be good for the stock price regardless.