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AI Capex Squeeze: Tech Giants Face Cash Flow Strain as Spending Surges

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The Story

News Summary

  • Hyperscalers have spent $1.1 trillion on AI capex over five years, with another $5.3 trillion projected through 2030.
  • S&P Global warns that investment intensity now exceeds dot-com era peaks, squeezing free cash flow at giants like Amazon and Meta as scrutiny over debt-funded spending rises.
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META price history

648.03 +5.98% over the displayed period

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