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Boosted by baldur@toot.cafe ("Baldur Bjarnason"):
mastodonmigration@mastodon.online ("Mastodon Migration") wrote:
Finance: J Allen Insights | THE CAPEX TRAP: WHY AI’S REAL RISK IS FINANCIAL, NOT EXISTENTIAL
Maybe you have heard the term AI Cap-Ex Trap. But, what does it mean and why should you care? This guy spells it out nicely. Will try to summarize some key points in this thread.
Bottom line, AI data centers are super capital intensive. This is great for NVidea, but the money has to come from somewhere. Right now it comes from "Hyperscalers".
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https://jalleninsights.substack.com/p/the-capex-trap-why-ais-real-risk
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