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Artificial Intelligence Insights Market Outlook

Big Tech

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  • Orsen Okami
  • Posted by Orsen Okami
August 25, 2026
9 min read

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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