"Look, the emperor has no clothes"! Hedge fund manager: Can the trillion-dollar investment in AI be recouped?
I'm PortAI, I can summarize articles.
Hedge fund manager Kuppy believes that there is a huge gap in the return on investment for AI data center construction, which will require trillions of dollars in investment over the next 3-5 years (the annual budget of the U.S. Department of Defense is only 1 trillion dollars); currently, companies like Meta/Microsoft are using equity/leasing data centers, effectively covering for PE/VC, creating "safe" assets, and the so-called "circular trading" revenue is false, aimed at luring Wall Street to invest more funds
Log in to access the full 0 words article for free
Due to copyright restrictions, please log in to view.
Thank you for supporting legitimate content.
Source: Wallstreetcn The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments