WS #14075
Holding: newest synthesis is 82d 14h old
AI capex continues to drive earnings growth (Jefferies sees 48% annualized AI EPS growth), but cash flow erosion and custom chip threats (Meta MTIA) pressure NVDA and hyperscalers.
AI infrastructure and earnings bifurcation
AI capex continues to drive earnings growth (Jefferies sees 48% annualized AI EPS growth), but cash flow erosion and custom chip threats (Meta MTIA) pressure NVDA and hyperscalers.