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General Atlantic

since 2025 › Nov › 04 (Tue) @ 06:21 UTC

auto-detected in 1 stories

5 months ago

HSBC, General Atlantic CEOs flag AI capex-revenue mismatch, 'irrational exuberance' ○

found 2025 › Nov › 04 (Tue) @ 06:05 UTC

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Alphabet, Meta, Microsoft, and Amazon collectively expect $380 billion in capex this year, while OpenAI has announced $1 trillion in infrastructure deals.

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