Ex-Google CEO Schmidt: AI may hit cash wall first
Ex Google CEO Dr. Eric Schmidt argues AI may face a cash limit before an energy limit; at 6%, $1T debt costs $60B yearly, challenging perf-per-watt assumptions.
AI capex
All AI Pulse updates tagged "AI capex".
2 signalsBarclays 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.