Comment by daxfohl
4 days ago
One trillion capex per year? Does that mean they need everyone on the planet to get $100/yr subscriptions to stay solvent? Without a monopoly? Or a product that most people use much?
4 days ago
One trillion capex per year? Does that mean they need everyone on the planet to get $100/yr subscriptions to stay solvent? Without a monopoly? Or a product that most people use much?
So far it's been more like triple-digit billions per year, and most of that has been coming from the Big Tech companies' operating cash flows. Debt recently entered the picture, however.
Maybe most of that is floating between them and nVidia back and forth.
Of course not. It could be half the people on the planet need to pay $200/yr
1/10000th would not pay $20/year