alt Hacker NewsThe market is spooked by capex projections generally. Interesting that Microsoft, despite some apparent hesitation in 2025, seems to be still going all in on AI spend over the next several years according to the most recent earnings call.
The market is spooked by capex projections generally. Interesting that Microsoft, despite some apparent hesitation in 2025, seems to be still going all in on AI spend over the next several years according to the most recent earnings call.
MS, GOOG bonds being sold to fund capex still put them green $/employee, they will survive of not thrive.
OpenAI...not so sure, they need an IPO soon while public still is high off the double bull run post 2020