That's a wonderful article on a question widely asked at the moment. Are hyperscalers overspending on AI? Some figures start to show signs that AI spending was the right decision (MSFT and AMZN). I am not as deep into the exact split as you are but I believe ROIC or RONIC are pretty good metrics to measure success. That way, investors can get an idea of where the journey is going.
That's a wonderful article on a question widely asked at the moment. Are hyperscalers overspending on AI? Some figures start to show signs that AI spending was the right decision (MSFT and AMZN). I am not as deep into the exact split as you are but I believe ROIC or RONIC are pretty good metrics to measure success. That way, investors can get an idea of where the journey is going.
Good article with an interesting analysis. Thanks