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huzaifa chohan
Enterprises only need to shift ~2% of operating spend from labor and services into compute to support the entire hyperscaler AI buildout.
It looks expensive today because $GOOGL, $AMZN, $MSFT, $ORCL and $META are spending now while the savings and AI revenue arrive later.#FOMCRateCallThisWeek #CLARITYVoteFails50-49 #AISafetyDebateEscalates
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