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1. Bigtech AI CAPEX spending will reshape future corporate cost structures (twitter.com/mohapatrahemant) 1 point by jakeirving on Nov 26, 2024 | past | 2 comments 2. Capex and Opex Supercycles in AI (twitter.com/mohapatrahemant) 1 point by jakeirving on Nov 3, 2024 | past 3. [flagged] Insider view on how AMD lost the GPU oppty (twitter.com/mohapatrahemant) 17 points by jakeirving on June 16, 2024 | past | 27 comments 4. Capex and Opex supercycles – the dusk of SaaS and the dawn of AI-SaaS (medium.com/mohapatrahemant) 7 points by jakeirving on June 1, 2024 | past

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