Tag: #capex
Writing on GPUs, LLMs, MLOps, Kubernetes — and mindset · 2 posts
Big Tech Capex and AI Monetization: When Does the Money Come Back
A balanced analysis of when and how Big Tech soaring AI capital spending will return as profit. We cover depreciation and ROI, monetization paths, free cash flow, the bull and bear views, and the key risks, all backed by
2026-06-18 · 19 min read #bigtech#capex#ai#monetization#investingNvidia at 5 Trillion — How Far Along Is the AI Infrastructure Cycle?
Nvidia has crossed a 5 trillion dollar market capitalization for the first time ever. This article uses data to gauge where the AI infrastructure capex cycle stands today, weighing the bull and bear cases, supply-chain b
2026-06-18 · 8 min read #finance#nvidia#ai-infrastructure#capex#semiconductors