Big Tech's $800B capex problem by 2026 — revenue only covers 20%.
That's the crack in the armor. To close the loop, AI revenue needs to 6.5x in 3-4 years.
$AMZN AWS and $MSFT Azure? Growing at 37-40%. Not enough.
AI revenue has to compound at 60-87% YoY for 3-4 straight years without slowing down. That's the only path forward.
All eyes on $OpenAI and $ANT to carry the weight.
That's the crack in the armor. To close the loop, AI revenue needs to 6.5x in 3-4 years.
$AMZN AWS and $MSFT Azure? Growing at 37-40%. Not enough.
AI revenue has to compound at 60-87% YoY for 3-4 straight years without slowing down. That's the only path forward.
All eyes on $OpenAI and $ANT to carry the weight.