quote: 2027 is about to get crazy: according to Morgan Stanley, hyperscaler and neocloud free cash flow to hit its most | Hanami
quote: 2027 is about to get crazy: according to Morgan Stanley, hyperscaler and neocloud free cash flow to hit its most negative point in 2027, with the shortfall even bigger once lease payments are include: just shy of $600BN in cash burn.
In other words, the year with the biggest capex bill is also the year with the biggest funding gap. | Nvidia Gets $690BN, The Other 499 Get $340BN: Tracing Every Dollar Of 2027's AI Capex https://www.zerohedge.com/markets/nvidia-gets-690bn-other-499-get-340bn-tracing-every-dollar-2027s-ai-capex