TechWhen does surging AI spending create value?
Business Today describes Morgan Stanley’s ROIIC framework as a way to assess whether AI infrastructure investments generate returns above the cost of capital.
TLDR
Business Today reports that technology companies are committing billions of dollars to data centres, chips and other AI infrastructure, putting pressure on near-term cash flows. It describes Morgan Stanley’s ROIIC framework as a lens for investors to assess whether those investments generate returns above the cost of capital.
Combined views
1.7K
1 Source, first seen 1d ago
When does surging AI spending create value?
Business Today describes Morgan Stanley’s ROIIC framework as a way to assess whether AI infrastructure investments generate returns above the cost of capital.
TLDR
Business Today reports that technology companies are committing billions of dollars to data centres, chips and other AI infrastructure, putting pressure on near-term cash flows. It describes Morgan Stanley’s ROIIC framework as a lens for investors to assess whether those investments generate returns above the cost of capital.