AI capital expenditure
also referred to as: ai capital expenditures
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Aug 26, 2024 by Imran Khan · across every show →
Everything said about AI capital expenditure, oldest first
Aug 26, 2024
Jan 13, 2025 bullish
Pishevar: Masa Son's thesis of $9T annual value from AI capex makes sense
“Massa in Saudi, one of the things he talked about is he did his calculations, and the numbers for me make a lot of sense that basically you need to spend, you know, trillions, single digit trillions, and then you're gonna get nine trillion of annual value comi…”
Jan 29, 2026 bullish
O'Driscoll: AI CapEx spend won't pull back in the next 12-24 months
“So I think it's highly unlikely that you know, this is not going to be the year when people get terrified and say, I'm not going to do it. At some point, I think they will, because I think we probably are over-investing at some level, but right now, people are…”