Startupfortune: Big Tech has shed $2.7T in market value this month.
The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026, a 77% jump from $410B last year.
Goldman Sachs goes further, and reporting that it expects AI spending by those labs to hit $5.3T by 2030.
--- startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/
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@rohanpaul_ai Big Question is the money transferred to buy computing power or there is a sudden lull in new project , with everyone wanting to be AI first
Startupfortune: Big Tech has shed $2.7T in market value this month.
The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026, a 77% jump from $410B last year.
Goldman Sachs goes further, and reporting that it expects AI spending by those labs to hit $5.3T by 2030.
--- startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/
@rohanpaul_ai The capex line is the real story. $725B for 2026 only pencils out if the revenue lands on the same timeline, and right now it's all spend with the payoff still a promise. Market's finally asking who actually pays for the buildout.
@rohanpaul_ai I need follow