Microsoft and other tech giants' AI capex is not sustainable: Analyst

Gil Luria of D.A. Davidson says that customer demand for AI services is continuing to drive Microsoft and other hyperscalers' unsustainable levels of spending.

[MatthewMS.]

More CAPx, more GPUs, you like NVDA now Gil 🖤💚🖤💚📈🇺🇸

[preyasjain]

yes, the CFOs and accountants are paid to only sign checks and not instill any discipline on the spending. Hail the analysts with their tremendous insights