Stratechery Pushes Back on AI Capital Dystopia Predictions ...
1 day ago · Stratechery's Ben Thompson has published a lengthy rebuttal to Dwarkesh Patel and Philip Trammell's widely discussed winter break essay "Capital in the 22nd Century," arguing that even in a …
Why AI Companies May Invest More than $500 Billion in 2026
Dec 18, 2025 · Companies’ capital spending on artificial intelligence (AI) is expected to climb still higher in the coming year, according to analyst estimates. But investors are being more selective about AI …
Could 2025 Represent a Near-Term Peak in AI Capex? - Forbes
Apr 23, 2025 · Technology investment surges are exhilarating and fun. But AI capital spending is above the long-term mean and likely to pull back.
Cantor Fitzgerald Analyst Bullish on AI Capex Despite Near ...
10 hours ago · Eric Johnston, Chief Equity and Macro Strategist at Cantor Fitzgerald, articulated a clear, yet nuanced, perspective on the market outlook, specifically emphasizing unwavering confidence in …
What We Learned This Year From 6 Active AI Investors Backing ...
Dec 26, 2025 · All told, AI startups raised around $100 billion in the first half of 2025 alone, roughly matching 2024’s full-year total. Against that backdrop, six active AI investors shared their insights …
Venture Capital industry 2026 outlook: will it all be about ...
Dec 29, 2025 · A sharp 2026 venture capital outlook on AI dominance, capital concentration, IPO reality, secondaries, and why the VC market is narrowing even as funding returns.
Over the past year, the AI boom has reached a key inflection point. Fueled by the promise of exponential “scaling laws,” capital expenditures have skyrocketed. The largest U.S. tech firms are on track to …