Miner Company
I Calcuated The Impact Of $1 Of AI Capex (One Narrative Is Challanged)
I present a multiplier framework to evaluate the economic productivity of hyperscaler AI capex across the entire supply chain. Hyperscalers have increased AI-focused capex to $725B, with 75% estimated as AI-specific, sparking questions about ecosystem-wide returns.
I present a multiplier framework to evaluate the economic productivity of hyperscaler AI capex across the entire supply chain. Hyperscalers have increased AI-focused capex to $725B, with 75% estimated as AI-specific, sparking questions about ecosystem-wide returns.