Tech companies spent $2 trillion on AI stage one. What does stage two cost?
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Tech companies spent $2 trillion on AI stage one. What does stage two cost?
Tech companies started the AI capex cycle two years ago with bulletproof balance sheets. Now they are halting buybacks, tapping bond markets and yet to show a timeline to return on investment. Piers asks the question nobody wants to answer: how much does stage two cost? 📈 Catch more market commentary and insights on our channel. Subscribe ...
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