1 link tagged with all of: finance + profitability + capex + risk + ai
Links
The article critiques Ed Zitron's views on AI capital expenditures, arguing that he oversimplifies complex financial mechanisms. It distinguishes between earnings optics, financial plumbing, and actual profitability, highlighting how companies manage depreciation and risk in a rapidly evolving tech landscape.
ai ✓
capex ✓
profitability ✓
finance ✓
risk ✓