Latest in AI Spending & Capex

175 words

Journal of Computational Finance Volume 24, Number 1 (June 2020)

Finally, Christian P. Fries introduces an extension to classical term-structure models that allows for dynamic tenors in “Dynamic refinement of the term structure: time-homogeneous term structure modeling”. The author also derives no-arbitrage conditions and provides a practically efficient implementation in his…

dev.to
297 words

OpenAI Hits $1.25 Trillion — and Still Came Up Short

The headline number is the distraction. The real story is the gap. OpenAI is reportedly... Tagged with ai, agents, machinelearning. #the-headline-number-is-the-distraction-the-real-story-is-the-gap The headline number is the distraction. The real story is the gap. OpenAI is reportedly worth $1.25 trillion now, with…

AI Spending & Capex

The money pouring into AI infrastructure: Big Tech's capital spending, the bonds and loans that pay for it, and what AI earns back.

  • 3 Subtopics
  • 115 Tracked terms
  • Last 30 days Feed window

Inside AI Spending & Capex

Big Tech Capex Capital spending on AI by Microsoft, Alphabet, Amazon, Meta and Oracle: the totals, the guidance and how investors react.
AI Debt & Financing How the AI build-out is financed: bond sales, private credit, special-purpose vehicles such as Meta and Blue Owl's, GPU-backed loans and credit-default swaps.
AI Revenue & Returns How much AI earns: revenue at the labs and clouds, monetization, the gap between spending and revenue, and studies of the returns.

What this topic collects on

An article joins this feed when it matches these terms. Each one is also a search of its own.

  • +75 more