Why Apple may get the ‘last laugh’ in AI as rivals double down on spending craze
Apple will have more free cash flow at its disposal and can “pawn off” AI spending on other big technology companies, one ...
Capex for Hyperscalers remains high, but monetization is weak and might hit margins – BofA
Artificial intelligence capital expenditures are intact for the hyperscalers, but monetization remains weak, with companies in the reinvestment cycles historically having underperformed, according to ...