a16z(@a16z)
IT capex is approaching 40% of all capex for the entire S&P Charts of the Week: https://t.co/PG...
7.5Score
TL;DR · AI Summary
IT资本支出正接近标普500总资本支出的40%，AI相关支出成为主要驱动因素。
Key Takeaways
- IT资本支出占标普500总资本支出比例接近40%。
- AI相关资本支出正在快速增长，成为主要驱动力。
- 华尔街与硅谷可能更频繁合作以资助下一波技术超级周期。
Outline
Jump quickly between sections.
IT资本支出在标普500总资本支出中的占比接近40%。
AI相关资本支出成为IT支出增长的主要推动力。
华尔街与硅谷可能更频繁合作以资助技术超级周期。
Mindmap
See how the topics connect at a glance.
查看大纲文本（无障碍 / 无 JS 友好）
- IT资本支出趋势
Highlights
Key sentences worth saving and sharing.
IT capex is approaching 40% of all capex for the entire S&P.
Every dollar since the invention of fire is going into this AI capex build out.
Marc Rowan anticipates Wall Street & Silicon Valley teaming up much more frequently.
#IT资本支出#AI#资本结构
Open original articleCharts of the Week: https://t.co/PGxjCSffOC https://t.co/smxMSZihYp" / X
Quote
David Haber
@dhaber
May 27
"Every dollar since the invention of fire" is going into this AI capex build out — and equity can’t fund it all. Marc Rowan anticipates Wall Street & Silicon Valley teaming up much more frequently to fund this next tech supercycle. x.com/a16z/status/20…
5:54