Reconciling AI Expected Revenues to CapEx
Source ↗
👁 0
💬 0
Jared Bernstein, along with others, calculates the revenues needed to rationalize the AI capital investment in place and planned.
Source: Callum Williams via J. Bernstein.
As Bernstein recounts, this amount of revenue is unlikely to occur within a time frame financial markets are likely to tolerate (i.e., soon). A BPEA paper by Stijn Van Nieuwerburgh on the subject is here. And has been pointed out, financing for these expenditures has been migrating out to more exotic, less transparent, areas
Source: Callum Williams via J. Bernstein.
As Bernstein recounts, this amount of revenue is unlikely to occur within a time frame financial markets are likely to tolerate (i.e., soon). A BPEA paper by Stijn Van Nieuwerburgh on the subject is here. And has been pointed out, financing for these expenditures has been migrating out to more exotic, less transparent, areas
Comments (0)