MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
가입 January 2022
59 팔로잉 중 27.3K 팬
Hyperscalers Capex-to-OCF ratio is heading toward 140% by 2027E (UBS upside case)
The AI spending cycle is getting very expensive.
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