Six Five Media(@TheSixFiveMedia):Hyperscalers are depleting their free cash flow for AI. But the models are getting cheaper and enterprises are increasingly moving on-prem. @PatrickMoorhead and @danielnewmanUV debate whether AI CapEx has already outrun its return on Ep. 306 of The Six Five Pod.

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Six Five Media@TheSixFiveMedia

2026.06.03 19:03

Hyperscalers are depleting their free cash flow for AI. But the models are getting cheaper and enterprises are increasingly moving on-prem. @PatrickMoorhead and @danielnewmanUV debate whether AI CapEx has already outrun its return on Ep. 306 of The Six Five Pod.