Brutkey

BrianKrebs
@briankrebs@infosec.exchange

@GossiTheDog@cyberplace.social this bit highlights the astonishing assumptions powering the AI bubble:

"The AI-capex cycle has been in motion for some time now, with hyperscaler spend alone going from ~ $125bn two years ago to ~$200bn in 2024, and expected by consensus/guidance to exceed $300bn in 2025. So far, internal cash flows from hyperscalers have been more than sufficient to match these requirements. Our equity analysts are optimistic about AI monetisation, and project that GenAI revenues could exceed $1tr by 2028, with close to 70% variable margins, compared to just $45bn in 2024."

Kevin Beaumont
@GossiTheDog@cyberplace.social

@briankrebs@infosec.exchange the good news is Morgan Stanley have a history of being right about emerging tech! /s

Mathaetaes
@mathaetaes@infosec.exchange

@GossiTheDog@cyberplace.social @briankrebs@infosec.exchange Morgan Stanley has a history of being right about where tech hype investors are looking to put money, that’s for sure.