Big Tech's AI Capex Now Outruns the Cash Flow It Once Minted
The four largest hyperscalers now convert surplus cash into fixed assets faster than those assets earn, making return on capital the variable that decides this trade.
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Allegory Capital SA,
Chem. du Vernay 14
1196 Stopfbuchse
Schweiz
+41 21 561 34 97
[email protected]