Analyst: hyperscaler free cash flow likely inflects around 2028-29
BenBajarin · x · 2026-10-29
Ben Bajarin's call: hyperscaler free cash flow likely starts to inflect sometime in 2028/29, possibly sooner — the point when enterprise AI adoption really ramps and more capacity is available to serve and convert backlog. A concrete timeline for when massive AI capex turns into returns.
More from Venture
- Indie hacker OPSEC: never expose your domain, traffic and revenue together — gefei55 · 2026-10-29
- Pedro Domingos: OpenAI and Anthropic are the WorldCom and Global Crossing of AI — pmddomingos · 2026-10-29
- Pedro Domingos: AI's enormous value will almost all be captured by users — pmddomingos · 2026-10-29
- Google engineer loses $47K in hours as GOOG drops 6.8% post-earnings on CapEx fears — SumitGup · 2026-10-29
- Greg Isenberg's 39 'legacy company + agent' startup ideas — 10 already built by the companies themselves — FinanceYF5 · 2026-10-29
- Businesses to start as SF mints its next wave of millionaires — signulll · 2026-10-29