Goldman's Weir Says Investors Are Wondering About AI ROI

It's really interesting because for a very long time, we were zeroed in on capital expenditures, and that was the be all and the end all. There are stories on the Bloomberg terminal today about the credit profile, and and, CDS, for example, on on Oracle. Are investors starting to look deeper and at different datasets to assess the health of what's going on.Yeah. Absolutely. When we look though at the structure of the national economy and we look at CapEx as a share of GDP, what's interesting to note is that ...