Big Tech has a $6T question: how to turn massive AI spend into sustainable revenue. Five hyperscalers will spend $780B on infrastructure this year. Single data centers are approaching 1GW of power capacity. So far, hardware has grown 24% annually. Software has lagged at 6%. Seeking Alpha Quant Ratings: $MSFT, $GOOGL, $META , and $ORCL = Hold. $AMZN = Strong Buy, on exceptional Profitability and robust Growth. To justify the trillions in capex, the industry needs entirely new software use cases. Who finds them first? ▻
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Big Tech has a $6T question: how to turn massive AI spend into sustainable revenue. Five hyperscalers will spend $780B on infrastructure this year. Single data centers are approaching 1GW of power capacity. So far, hardware has grown 24% annually. Software has
$MSFT$GOOGL$META$ORCL$AMZN
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Here is my September recap 💥 Entry top percentage of move For sure i didn’t hold the full move on all of them, and for sure i got hit with a lot of losses, but i always manage to have a plan, stick to it, minimize losse…
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