Gene Munster: AI CapEx Spending Can't Stop, Won't Stop
RiskReversal Pod
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Tech Titans and Capital Trends
This chapter examines the current dynamics of major tech companies like Apple, Amazon, and Google, focusing on their capital expenditures and the growing speculation around AI technologies. It draws comparisons to the tech boom of the late 90s while analyzing the vulnerabilities of firms like CoreWeave amid shifting demands in the AI infrastructure landscape. Furthermore, it emphasizes the importance of monitoring CapEx as a critical indicator of future performance and investment trends in the sector.
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