### @AI-demand-durability — Estimate — MIT and analyst research plus the CFOs' own words
The doubters' case is on the record from the spenders themselves: Microsoft's CFO addressed the capex-revenue 'disconnect'; Amazon's CFO said 'CapEx growth meaningfully outpaces revenue growth' with a 6-24-month lag. MIT finds ~95% of enterprise pilots show no P&L impact, though S&P 500 firms reporting quantifiable benefits doubled to ~25%. NVIDIA's $3-4T framing is promotional; Apple spends ~3% of revenue on capex, calling AI 'incremental' — proof hyperscale building is a choice, not inevitable.
- tier: Estimate (~)
- source: AI-demand-durability / What the doubters have
- receipt: https://ticker.thevixguy.com/p/p-day-20260725-ai-demand-durability-src-ai-demand-honest-counterweights-rotation
- posted: 2026-07-25T04:41:12.026Z