Barclays Investment Bank (@BarclaysCIB) “Is forecasting $1T AI capex by 2028 controversial or the result of looking at de” — TopicDigg
Barclays Investment Bank
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Is forecasting $1T AI capex by 2028 controversial or the result of looking at demand differently?
Brad Rogoff and Tom O'Malley debate Tom's lab‑driven AI capex framework that sits nearly $300B above consensus on the latest episode of The Flip Side. Listen now 🎧
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