'KGB' is how the AI spending boom will play out
Bernard Golden, CEO of NavicaCourtesy of Bernard GoldenBig tech earnings season was dominated by AI capex projections that hit Amazon, Microsoft, and Google stocks.Bernard Golden believes there are three plausible scenarios for the future of hyperscaler capex.Golden is the CEO...
🔗 Read more: https://www.businessinsider.com/how-ai-spending-boom-amazon-microsoft-google-will-play-out-2026-2
#News #Tech #Software #Business #WorldNews
Edited
www.businessinsider.com
'KGB' is how the AI spending boom will play out
Bernard Golden, CEO of NavicaCourtesy of Bernard GoldenBig tech earnings season was dominated by AI capex projections that hit Amazon, Microsoft, and Google stocks.Bernard Golden believes there are three plausible scenarios for the future of hyperscaler capex.Golden is the CEO of an analysis,...
Comments
Log in to leave a comment.
No comments yet. Be the first to comment!