Conor Sen argues the latest $200 billion a year of hyperscaler AI capex is low-value, with free cash flow turning negative despite the spending. He says the financing burden is inflationary, not growth-enhancing, and is helping push interest rates higher.
published
Conor Sen argues the latest $200 billion a year of hyperscaler AI capex is low-value, with free cash flow turning negative despite the spending. He says the financing burden is inflationary, not growth-enhancing, and is helping push interest rates higher.
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