Hyperscaler Spending

Semianalysis CEO: Google’s free cash flow will hit zero next year from AI capex

My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research firm Semianalysis, dropped this on live television: Google’s free cash flow will be basically zero next year. I don’t think the market is ... Semianalysis CEO: Google’s free cash flow will hit zero next year from AI capex