Видео ютуба по тегу Ai Capex

Alphabet stock is falling on its capex guidance, but this analyst says
Alphabet stock is falling on its capex guidance, but this analyst says "it's still a great story"
Инвестор-миллиардер даёт критическое предупреждение о капитальных затратах на ИИ
Инвестор-миллиардер даёт критическое предупреждение о капитальных затратах на ИИ
Is AI’s Capex Boom Built to Last? | Presented by CME Group
Is AI’s Capex Boom Built to Last? | Presented by CME Group
A few years left in the AI capex spending cycle, says Deepwater's Gene Munster
A few years left in the AI capex spending cycle, says Deepwater's Gene Munster
The debate over AI capex spending
The debate over AI capex spending
How the Mag 7 Are Driving the Future of AI Capex
How the Mag 7 Are Driving the Future of AI Capex
About 80% of Amazon's 2026 capex spending likely AI-related: Deepwater's Munster
About 80% of Amazon's 2026 capex spending likely AI-related: Deepwater's Munster
The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
The $5 Trillion Trap | Kai Wu on the Risks of the Mag Seven's Big AI CapEx Bet
Alphabet Lifts 2026 Capex Outlook Well Above Estimates
Alphabet Lifts 2026 Capex Outlook Well Above Estimates
Майкл Берри против ИИ и крупных технологических компаний: капитальные затраты, амортизация и граф...
Майкл Берри против ИИ и крупных технологических компаний: капитальные затраты, амортизация и граф...
Почему окупаемость инвестиций в ИИ растет:
Почему окупаемость инвестиций в ИИ растет:
Rick Heitzmann on AI trade: Need to see broader ROI to justify capex
Rick Heitzmann on AI trade: Need to see broader ROI to justify capex
Скрытая проблема капитальных затрат крупных технологических компаний
Скрытая проблема капитальных затрат крупных технологических компаний
Megacap tech stocks sells off as AI spending outpaces revenue growth
Megacap tech stocks sells off as AI spending outpaces revenue growth
Azure Softness + AI Capex = The Public Cloud’s New Problem
Azure Softness + AI Capex = The Public Cloud’s New Problem
Нельзя игнорировать то, как мало Китай тратит на капитальные расходы в сфере ИИ
Нельзя игнорировать то, как мало Китай тратит на капитальные расходы в сфере ИИ
Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market
Last Call: January 2026 | AI Capex, Private Credit Problems and the Unstable Market
"Astonishing" A.I. Capex Adding 0.5%-1% to GDP, U.S. "Better Positioned" to Win vs China
MSFT AI Capex Raises Questions After Earnings Beat
MSFT AI Capex Raises Questions After Earnings Beat
Oracle Falls on AI Capex, Adobe Gives Upbeat Outlook
Oracle Falls on AI Capex, Adobe Gives Upbeat Outlook