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AI revenues are growing, but do the capex numbers add up?

Australian Financial Review·August 3, 2026·1 min read
AI revenues are growing, but do the capex numbers add up?

AI Summary

AI revenues are experiencing significant growth; however, the capital expenditures associated with this growth are questionable. There are concerns about the uncertain returns on the substantial investments made in the AI sector.

From the source

The returns on trillions of dollars of spending are deeply uncertain. The numbers just don’t add up.

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View original at Australian Financial Review

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