منبع: Seeking Alpha
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Big Tech's AI Revenue Is Surging, But Suppliers Will Still Be The Bigger Winners
As analysts call for AI capex to hit $1 trillion in 2027, Big Tech showed strong progress on AI monetization in Q2. Despite strong increases for AI revenue un rates, Big Tech's capex to AI revenue ratios remain elevated from 1.5X to 4X.
منبع: Seeking Alpha
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