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Hyperscalers may soon be unable to fund their AI buildout from cash flow alone
According to an Epoch AI analysis, Microsoft, Amazon, Alphabet, Meta, and Oracle are growing their AI infrastructure spending by about 70 percent a year, while operating cash flow is only rising at 23 percent. If the trend holds, spending could overtake cash flow as early as Q3 2026. Several of these companies are already tapping outside funding.
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the-decoder.com
Hyperscalers may soon be unable to fund their AI buildout from cash flow alone
According to an Epoch AI analysis, Microsoft, Amazon, Alphabet, Meta, and Oracle are growing their AI infrastructure spending by about 70 percent a year, while operating cash flow…
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cityam.com
Big Tech's AI capex splurge can't go on forever
Google, Meta, Amazon and Microsoft have all ramped up capex to secure a podium spot in the race to build out AI infrastructure