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AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

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AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.

AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust

Source：MarketWatch

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Source：https://www.marketwatch.com/story/ai-capex-could-hit-1-6-trillion-next-year-says-fund-manager-who-sees-more-echoes-of-1998-than-the-dot-com-bust-0576b598