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What Happens When AI Hardware Capex Cools Down?

PossibleChain1105reddit / Aug 6, 2026 · 18:03

Breaking down earning growth using Gemini and an example. The Buyers (Hyperscalers like Microsoft, Google, Meta). What they do: They buy $10,000 stuff and accounting rules let them split that cost up across 5 years as a $2,000-a-year expense (Depreciation). …

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