AI Capex Returns Predictions
Browse AI Capex Returns market predictions and forecasts from well-known financial commentators. Each prediction is tracked from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
1 forecast 1 commentator 1 pending
1 forecast
Person Subject Forecast* Source Date Deadline** Outcome
Jonathan Wellum AI Capex Returns AI hyperscalers will not achieve the high rates of return on their massive capital expenditures that the market expects Wealthion 2026-08-14 2028-08-14 pending
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[14:54] when you're spending a trillion dollars a year plus plus plus and you're trying to generate a 15% return on equity which is what you want to be doing at least on that where's that 150 billion going to come from profitability. They don't know. Um and so what it is it's it's fear of missing out when it comes to the hyperscalers... it's fair to say it's impossible to believe that there's going to be these great high high rates of return.
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