AI CapEx: Where's The ROI?
5:13–6:33 · 80s
Lou lays out a sobering math check on AI spending, arguing hyperscalers may need $7 trillion in AI revenue by 2029 just to earn a 7% return, far below their historical targets.
5:13–6:33 · 80s
Lou lays out a sobering math check on AI spending, arguing hyperscalers may need $7 trillion in AI revenue by 2029 just to earn a 7% return, far below their historical targets.
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