Bernstein: rough estimates suggest hyperscalars will roll out roughly $1.2 trillion of AI infrastructure by 2027. Achieving a 15% return on investment would require about $175 billion in net profits, meaning around $729 billion in spending at a 24% net margin. That is roughly three times Exponential View's $229 billion ARR projection from August.
$Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) $Amazon(AMZN.US)
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