Hyperscaler Cash Flow Pivot
46:08–47:41 · 93s
Ankur explains the market’s discomfort as cloud giants shift from gushing free cash flow to massive AI CapEx, likening it to past regime handoffs.
46:08–47:41 · 93s
Ankur explains the market’s discomfort as cloud giants shift from gushing free cash flow to massive AI CapEx, likening it to past regime handoffs.
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