Investor: Market Overestimates How Much AI Capex Depends on OpenAI and Anthropic Revenue
matt_slotnick · x · 2026-10-09
evergreencap3 argues the market overestimates how much AI capex depends on OpenAI and Anthropic's revenues. Capex is a function of token supply and demand — and while they remain bullish on the labs, that imbalance will intensify regardless of dynamics between the two companies.
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