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.
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1 signalsBrad Rogoff and Tom O'Malley debate a lab-driven AI capex forecast reaching $1T by 2028, nearly $300B above consensus, on The Flip Side.