AIThe Decoderabout 4 hours ago
Hyperscaler AI spending may outpace cash flow by 2026
1 min read
Infrastructure spending by Microsoft, Amazon, Alphabet, Meta, and Oracle is growing at 70 percent annually, while operating cash flow rises at only 23 percent. Epoch AI projects spending will exceed cash flow around Q3 2026. Alphabet raised $85 billion in equity, and Amazon and Nvidia sold bonds to bridge the gap.
Level
Hype check
Tap to vote and see what everyone thinks.
