How the Mag 7 Are Driving the Future of AI Capex

To me, this is the big question that so many people have underestimated for 2025. How much are we actually seeing that a tailwind coming into practical effect versus still remain a promise. Well, I think it's again, it's interesting because when you think of A.I. , when you discuss A. I., it's almost exclusively about the future and what it means. And that, I think, distracts from the present just how important all this spending is. Stacks, servers, GPUs, physical construction, and, of course, electricity r ...