'KGB' is how the AI spending boom will play out

Fonte: Business Insider

Bernard Golden, CEO of NavicaCourtesy of Bernard GoldenBig tech earnings season was dominated by AI capex projections that hit Amazon, Microsoft, and Google stocks. Bernard Golden believes there are three plausible scenarios for the future of hyperscaler capex. Golden is the CEO of an analysis, consulting, and investment firm focused on emerging technologies.

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