ISABELNET
@ISABELNET_SA
Advanced Stock Market Forecast for Professionals & Individuals available on • 95% Correlation since 1970 • R² = 0.90 • Tweets ≠ Advice
加入 February 2019
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📌 Capex
US hyperscalers are on track to spend $806 billion this year, with annual capex projected to reach $1.234 trillion by 2027. That kind of spending points to an AI infrastructure supercycle, not just another phase of cloud growth
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@GoldmanSachs
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