⬆ Alphabet - financial data shows the AI Capex boom is boosting operating margins and cash flow for hyperscalers, but increasing Capex is putting mild pressure on Free Cash Flow and asset turns are declining.
Continue reading on Smartkarma:- https://www.smartkarma.com/insights/hyperscalers-is-ai-capex-too-high-what-s-ai-return-on-investment?utm_source=tiger_community
By Nicolas Baratte, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/nicolas-baratte?utm_source=tiger_community
On Alphabet (GOOG):- https://www.smartkarma.com/entities/alphabet-inc-cl-c?utm_source=tiger_community