Postingan

#AICapExPushContinues AI's biggest risk may not be demand. It may be the bill 👀 OpenAI reportedly expects ~$856B in compute and infrastructure spending through 2030, alongside ~$278B in cumulative negative FCF. Yet Nvidia expects chip sales to double, while Nscale's Anthropic GPU deal could reach $44.6B. What caught my attention is how quickly AI has become a capital race. The next test isn't whether companies can spend more. It's whether revenue and cash flow can eventually justify this.