Big Tech's Hidden Capex Problem

from Sasha Yanshin · host Sasha Yanshin

InvestingPro Early Black Friday Sale: Save 55% + an extra 15% through my link: https://bit.ly/investingproOpenAI lost over $12 Billion in Q3 - a staggering deterioration as they announce deals worth hundreds of billions of dollars with Nvidia, AMD, and Oracle.And the big warning sign is in how much money big tech is burning on Capital Expenditures.We are now at a stage where companies like Amazon, Google, Microsoft, and others are burning more money on AI data centers than the sum of their profits.➡️ SIGN UP FOR MY FREE NEWSLETTERhttps://sashayanshin.com☕️ JOIN MY PATREON - DISCORD, BONUS VIDEOS, TARGET PRICES, MODELS & MOREhttps://www.patreon.com/sashayanshinDISCLAIMER: Your capital is at risk.DISCLAIMER: I am not a financial advisor and this is not a financial advice channel. All information is provided strictly for educational purposes. It does not take into account anybody's specific circumstances or situation. If you are making investment or other financial management decisions and require advice, please consult a suitably qualified licensed professional. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Sep 28, 2026

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Big Tech's Hidden Capex Problem

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