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'KGB' is how the AI spending boom will play out [Business Insider]
Last alphabet inc. - class c capital stock earnings: 4/28 04:02 pm
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and start reading now. Have an account? Log in Big tech earnings season was dominated by AI capex projections that hit Amazon, Microsoft, and Google stocks. Bernard Golden believes there are three plausible scenarios for the future of hyperscaler capex. Golden is the CEO of an analysis, consulting, and investment firm focused on emerging technologies. Big tech earnings season was dominated by AI capex projections that stunned investors and hit the stocks of Amazon Microsoft , and Google , aka AMG. This short-term drama makes it hard to think clearly about the long-term trajectory of AMG 's businesses. To step back from the volatility, I use a framework called "KGB" that lays out three scenarios for the future of hyperscaler capex I've worked in the tech industry for decades and written several books on cloud-computing and open-source software. I've had hands-on experience with major cloud projects at VMware and Capital One. Here's my suggestion for how to think about th
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