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

Thread starter Tech
Start date Nov 4, 2025

Tech

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Nov 4, 2025

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

Prefix: N/A

Forum: Tech News

Start date: Nov 4, 2025

Last reply date: Nov 4, 2025

Replies: 0

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Created: Tech, Nov 4, 2025

Replies: 0

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