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Big Tech Approaches ‘Red Flag’ Moment: AI Capex Is so Great Hyperscalers Could Go Cash Flow Negative, Evercore Warns
Evercore analysts warn that big tech’s AI investments may push free cash flow below zero by 2026, raising valuation concerns amid rising debt and market volatility.
3 Articles
3 Articles
AI Capital Expenditure (Capex) Is Off the Charts: Who Stands to Lose?
In this podcast, Motley Fool analyst Tim Beyers and contributors Jason Hall and Travis Hoium discuss: Fallout from quarterly reports from Kyndryl and Monday.com, and what may be next for both. Why the capex spending won't slow anytime soon. Whether the debt-fueled growth at CoreWeave and Oracle is sustainable over the long term. Don't wait! Be sure to get to your favorite bookseller and pick up a copy of David Gardner's new book -- Rule Breaker…
The great wave of investment in artificial intelligence is not just a big technological thing, although they are the ones that carry the singing voice. 'Hyperscalers' like Meta, Microsoft, Alphabet, Amazon and Oracle are pulling balance and financial muscle to get much of the estimated $3 trillion to be invested in AI by 2030. They have already declared a capital expenditure (CapEx) of $650 billion by 2026 but it is only the fuse of what is to c…
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