AI Capex Trends
Investors are increasingly drawn to infrastructure plays amid uncertainties surrounding AI valuations, reminiscent of the late '90s tech boom. While major players like Microsoft and Google ramp up their capital expenditures, driven by surging demand, there's a cautionary note about potentially over-investing in AI. The stark contrast between revenue growth and capital spending highlights a pivotal moment in the tech landscape.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure
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Which big mega-cap tech companies are investing the most in AI as discussed in the episode Meta’s AI Promise, Microsoft’s Disappointing Beat & Why Google Should Spin Youtube | Prof G Markets and the clip Capital as a Weapon?
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