Miner Company
2026 Global Outlook - Q2 Update
The capital spending ambitions tied to the AI buildout are so large that the micro is macro. Overall revenues could justify the spend – yet it's unclear how much will accrue to the tech companies driving the buildout.
The capital spending ambitions tied to the AI buildout are so large that the micro is macro. Overall revenues could justify the spend – yet it's unclear how much will accrue to the tech companies driving the buildout.