Anni Sen(@anni_sen):Barrons asking the question that many are “ Is the AI capex Bubble about to Burst” … yet their numbers back up that the party continues as long as AI yields useful, higher value output. Tarek Hamid of JPM projects more that $5T in AI DC spending from ‘26- to ‘30, with $1.5T from cash flow, $500B from new equity, $2.5T from credit markets, and $1.4T from alternative sources, like Meta’s Louisiana deal, and governments. I think that $2.5T from credit markets is where the pain point will be for hyperscaler FCF and interest payments even after accounting for depreciation. $GOOGL $AMZN $META $MSFT $SPCX

2026.08.29 15:13

Barrons asking the question that many are “ Is the AI capex Bubble about to Burst” … yet their numbers back up that the party continues as long as AI yields useful, higher value output. Tarek Hamid of JPM projects more that $5T in AI DC spending from ‘26- to ‘30, with $1.5T from cash flow, $500B from new equity, $2.5T from credit markets, and $1.4T from alternative sources, like Meta’s Louisiana deal, and governments. I think that $2.5T from credit markets is where the pain point will be for hyperscaler FCF and interest payments even after accounting for depreciation. $GOOGL $AMZN $META $MSFT $SPCX