Bloomberg projects AI funding gap will more than double to ~$330B in FY27 with $ORCL and $SPCX accounting for the largest share.
What stands out is that GOOGL, META, $AMZN and MSFT funding gap largely disappears by FY28 while CRWV, NBIS and IREN still need outside capital through FY30.
What stands out is that GOOGL, META, $AMZN and MSFT funding gap largely disappears by FY28 while CRWV, NBIS and IREN still need outside capital through FY30.