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#AICapExPushContinues AI's biggest risk may not be demand. It may be the bill 👀
OpenAI reportedly expects ~$856B in compute and infrastructure spending through 2030, alongside ~$278B in cumulative negative FCF.
Yet Nvidia expects chip sales to double, while Nscale's Anthropic GPU deal could reach $44.6B.
What caught my attention is how quickly AI has become a capital race.
The next test isn't whether companies can spend more. It's whether revenue and cash flow can eventually justify this.
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