https://k4i.com/tags/ai-capex/ Recent content in Ai Capex on k4i.com Hugo en-us Tue, 23 Jun 2026 00:00:00 +0000 https://k4i.com/ais-700b-capex-vs-the-app-layer-revenue-curve-the-bull-case-for-the-crossover/ Tue, 23 Jun 2026 00:00:00 +0000 https://k4i.com/ais-700b-capex-vs-the-app-layer-revenue-curve-the-bull-case-for-the-crossover/ <p>The dominant worry about the AI buildout is a timing mismatch: roughly $700 billion of hyperscaler capital expenditure committed in 2026, against application revenues that critics call nascent. The bear frames this as a financing problem waiting to happen. The bull case is narrower and more mechanical, and it is worth stating in its strongest form: the capex curve and the revenue curve are shaped to cross, and the crossover is arriving now rather than at the end of the decade.</p>