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Is AI CapEx Out of Control? + Bill Ackman’s IPO Failure | Prof G Markets
AI costs are getting out of control!
Microsoft and other tech giants' AI capex is not sustainable: Analyst
Google Search benefiting from generative AI, says Deepwater's Gene Munster
Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball
Meta's AI spending is 'working,' Jefferies' Thill explains
A skeptical look at AI investment
Meta: Analyst says 'now is the time to buy'
Microsoft shares down amid capex and cloud growth concerns
Microsoft's capex increase for AI infrastructure is not a surprise, says Deepwater's Gene Munster
How The Massive Power Draw Of Generative AI Is Overtaxing Our Grid
Investors uncertain of big capex spending on AI: Analyst
