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RT LBO_Guy: Latest SemiAnalysis pieces are genuinely outside the chart on capex and AI buildout vs any Wall Street forecast. Their $11.1T cumulative A…
RT LBO_GuyLatest SemiAnalysis pieces are genuinely outside the chart on capex and AI buildout vs any Wall Street forecast. Their $11.1T cumulative AI capex (2024–29) sits well above Goldman's $7.6T (2026–31) and pretty much everyone else has no figures that extend thus far.If you go and look up on consensus from a bott