HSBC, General Atlantic CEOs flag AI capex-revenue mismatch, 'irrational exuberance'
Alphabet, Meta, Microsoft, and Amazon collectively expect $380 billion in capex this year, while OpenAI has announced $1 trillion in infrastructure deals.
Alphabet, Meta, Microsoft, and Amazon collectively expect $380 billion in capex this year, while OpenAI has announced $1 trillion in infrastructure deals.
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