Stock Snipa(@stocksnipa):AI Spending has gone from $79B to $420B within a single year The industry won’t break even until 2033 The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC $NVDA $AMZN $GOOGL $MSFT $CRWV

Stock Snipa

@stocksnipa

Options Trader & Growth Investor Advanced Market Research (Not Financial Advice)

参加 August 2021

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Stock Snipa@stocksnipa

2026.10.30 20:48

AI Spending has gone from $79B to $420B within a single year The industry won’t break even until 2033 The deficit is expected to peak at $4.2T in 2033 & will finally overtake incurred revenue at 12% ROIC $NVDA $AMZN $GOOGL $MSFT $CRWV

Stock Snipa@stocksnipa

2026.10.30 19:57

Cloud Capex next year is expected to outpace the last 6 years at $1.5T Neoclouds are now projected to outspend Amazon and become the largest slice of the stack $AMZN $GOOGL $META $MSFT $IREN $NBIS $CRWV