AI sector capital expenditure
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 16, 2025 by Rory O'Driscoll · across every show →
Everything said about AI sector capital expenditure, oldest first
Oct 16, 2025 bearish
O'Driscoll: AI Expansion Will Be Constrained by Economic Returns
“So if anything's going to constrain this, it's going to be economics. And my big picture model here is, you know, you've got the technical trends and then you've got, you know, the economic trends. And the real, the question is, Will it get the return? I mean,…”