Is forecasting $1T AI capex by 2028 controversial or the result of looking at demand differently? Brad Rogoff and Tom O'Malley debate Tom's lab‑driven AI capex framework that sits nearly $300B above consensus on the latest episode of The Flip Side. Listen now 🎧
Barclays debates $1T AI capex by 2028
Brad Rogoff and Tom O'Malley debate a lab-driven AI capex forecast reaching $1T by 2028, nearly $300B above consensus, on The Flip Side.