AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
First publishedAug 12, 09:35 UTC
Last updatedAug 12, 11:57 UTC · just now ago
1 outlet
MarketWatch
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Answer
Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
Reported by 1 outlet — MarketWatch. See all sources ↓
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In brief
- What's the story?
- Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
- How widely is it covered?
- 1 outlet, average source rating 7.0/10.
- When was it last updated?
- just now ago.
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AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
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Sources (1)
Avg source rating 7.0/10Processing cluster
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