Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex [Yahoo! Finance]
Alphabet Inc. - Class C Capital Stock (GOOG)
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Source: Yahoo! Finance
free cash flow to near zero, while Amazon is spending ~$200B in capex with 2025 FCF down 66% to $11.2B and Meta is spending $115-135B as the hyperscaler capex race accelerates. The tech industry's massive AI infrastructure bet assumes winner-take-most dynamics where returns justify the spending, but Google's projected FCF compression reveals whether the market has adequately discounted the capital intensity required to compete. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here My portfolio has benefited from the hyperscaler capex race for the better part of two years now, and even I did a double-take when Dylan Patel, CEO of semiconductor and AI research firm Semianalysis, dropped this on live television: Google's free cash flow will be basically zero next year. I don't think the market is ready for this revelation. Dylan Patel, Semianalysis CEO Read: Data Shows One Habit Double
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