2 ms·
What's AI capex? We're lumping everything together and calling it AI. A least a large part of it is building data centers, which they'd do anyway and can be of
by re-thc 2y ago
What's AI capex? We're lumping everything together and calling it AI.
A least a large part of it is building data centers, which they'd do anyway and can be of use even if AI doesn't pick up.