How the AI race turned the tech industry's most attractive business model upside down
The AI boom is not just a growth story, it is also a capital intensity story, and free cash flow is where that pressure becomes visible.
Yes, exactly. Hopefully these investments lead to future growth to cover the expenses.
The AI boom is not just a growth story, it is also a capital intensity story, and free cash flow is where that pressure becomes visible.
Yes, exactly. Hopefully these investments lead to future growth to cover the expenses.