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It’s in the article. AI globally made 12bn USD of revenues in 2025, yet Capex next year is expected to be almost 50X that at 500bn USD
by alpineman 1y ago
It’s in the article. AI globally made 12bn USD of revenues in 2025, yet Capex next year is expected to be almost 50X that at 500bn USD
- jstummbillig 1y agoIt's not convincing. If those simply numbers (that everyone who is deciding these things has certainly considered) were a compelling argument, then everyone would act accordingly on them. It's not the first time they — all of them — are spending/investing money. So what do I have to assume? Are they all simultaneously high on drugs and incapable of doing the maths? If that's the argument we want to go with, that's cool (and what do I know, it might turn out to be right) but it's a tall ask.