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OpenAI expects to burn $278B of FCF from 2026 through 2030 while spending $856B on compute and infrastructure. That spending profile is another reminder of how early we still are in the AI buildout.

Samsung Securities: Hyperscalers to have a temporary FCF deficit period spanning from 2Q26 to 3Q28, followed by a dramatic expansion in FCF from 2029 through 2030. > CapEx Growth as a Rational Investment for RPO: The increase in capital expenditure is driven by rapid growth in Remaining Performance Obligations (RPO)—long-term signed contracts—requiring front-loaded CapEx to fulfill future revenue. > Strong Future Visibility: For instance, Amazon highlighted that a substantial portion of its additional capacity for 2027 is already contracted, with considerable portions of 2028 capacity also pre-booked. > Break-Even and Payoff Timeline: Server and network investment break-even occurs in under 3 years on average, allowing for meaningful FCF generation for the subsequent 2 to 3 years. $META $AMZN $DELL $NVDA $MSFT $ORCL $GOOGL

$IOT Samsara CFO: Near-term FCF pressure is primarily a consequence of accelerating growth, inventory pre-buys, and higher supply-chain costs. “We're just growing faster than we expected. Growth is accelerating, and that requires more of these IoT devices to support that growth.”

UBS estimating $NVDA will do $1b a day in FCF. Rev ranges for $NVDA now, depending on who you read ~$630B to ~$681B. We don't do official revenue forecasts, but for funsies I was at $658B. @Midnight_Captl kept telling me $700b was doable.

$CSCO Cisco CFO: Capital returns consumed 99% of FY26 FCF “In Q4, we returned $3.2 billion in capital to our shareholders through share repurchases and dividends, bringing the total return in fiscal '26 to $12.7 billion in value or 99% of free cash flow.”

$CRWD earnings today are really about whether CrowdStrike is monetizing AI security fast enough to justify a valuation ~100x FCF. The opportunity is clearly expanding with AIDR ARR growing 250% sequentially and pipeline topping $50M but market already understands that story. CrowdStrike has a VERY HIGH bar to clear and now needs to prove the AI security ceiling is rising faster than the multiple investors are already paying for it.

$SKHY $29B share buyback & cancellation of shares + a change of wording to the buyback policy to "at least 50% of FCF" (from "up to 50%") If you are a memory company at this stage, maximizing share buybacks is honestly one of the best moves you can make, especially given long-term contracts and the nature of AI/intelligence (not a gadget, but a commodity with constant demand). The memory market is becoming less cyclical, and the bottom-cycle multiple will be much higher than in the past (the market doesn't believe that yet, hence the 4x forward P/E on $SKHY). With demand still coming from both AI devices and humanoids, memory will remain a high-demand component for years to come. Strong signal from management as they believe in the change of the cyclicality of the industry, while the market still doesn't, hence the buyback.