Sep. 5 at 6:10 PM
Must read for AI traders. Financially speaking,
$GOOGL is in best shape followed by
$MSFT, and
$ORCL is in worst shape with
$SPCX being little better.
$AMZN and META are in the middle.
“S&P estimates that the six largest US hyperscalers could spend more than 7 trillion dollars over five years. Even if a large share is internally funded, that still represents a huge call on global capital at the same time as governments are financing massive deficits and utilities, power grids and data-centre operators are also raising enormous amounts of money.
Hyperscalers remain extremely strong financially but they probably show the gradual end of a period in which AI financing looked almost unlimited.”
https://x.com/c_barraud/status/2096219927984144730?s=46
