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$META just posted negative FCF for the first time in over a decade despite beating revenue estimates by over $1B as AI helped lift ad prices 14%. That's the kind of cash burn I can get behind when Meta's core business keeps getting stronger and management is investing heavily in its next major growth engine.

TY $ANT for the positive $3.4B FCF for H1 2026. Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. Considering the billions in financing raised by frontier labs to hyperscalers.. End up ultimately flowing back to GPUs, networking, to memory.

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.”

This chart explains why $CRWV may not turn FCF positive until 2030 despite insane AI demand because it's adding capacity faster than its existing business can fund it. Also wild to see how at current pricing CoreWeave needs ~4x more running capacity than what it adds annually to fund expansion internally. But with GPU prices rising 25% in July and another 10% in October that hurdle could fall closer to 2x if annual revenue reaches ~$20M per MW.