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Hyperscalers’ AI spending concerns

Michael Burry warned that big tech could face massive AI-related write-offs in two years. Jefferies’ Chris Wood questioned hyperscalers’ $990 billion capex estimates and pointed to India’s reverse AI trade advantage.

Timeline

Friday, 25 September

13:01
Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
Chris Wood questions whether Meta, Alphabet, Amazon and Microsoft can sustain $990 bn capex estimates
11:16
AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years