Michael Taylor
@Mike_Taylor1972
PM of $PINK Shares for the Cure. Healthcare Hedgefund Manager for past 20 yrs. Scientist, Virologist, Humanitarian, Troglodyte w/a keyboard.
Joined May 2009
602 Following 63.4K Followers
This is THE AI problem that keeps me up at night while enterprise takes in-house data ctr and $ overall is materially neg while capex is $$$$ 4x the cost of 2 yrs ago.
@Hedgeye
This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs
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