Samantha LaDuc@SamanthaLaDuc

2 years ago

Soaring capex estimates for $GOOG, $META and $AMZN. #AI https://t.co/ybvHH3HSTC

Stock Talk@stocktalkweekly

2 years ago

MEGA-CAP TECHNOLOGY stocks are about to see a historic year-over-year increase in spending, driven by Artificial Intelligence, says Bank of America, zooming in on $AMZN $GOOGL $META For Amazon, Google, and Meta, server & related infrastructure spend (which includes GPUs) is… https://t.co/gORATyS0o9

Wall St Engine@wallstengine

2 years ago

BofA: "Despite higher capex, FCF to grow for all 3-companies." Technical infrastructure spends (incl. GPUs) expected to rise 43% y/y in 2024: $GOOG: +$12bn to $28bn $META: +$7bn to $22bn $AMZN: +$8bn to $41bn Capex on Land, Building & CIP to rise $9bn YoY to $50bn in 2024:… https://t.co/eUCwQid9L2