Are you suggesting IBM made up the numbers? Or that CAPEX is a pre-GAI measure and is useless in guiding decision making?
IBM may have a vested interest in calming (or even extinguishing) the AI fire, but they're not the first to point out the numbers look a little wobbly.
And why should I believe OpenAI or Alphabet/Gemini when they say AI will be the royal road to future value? Don't they have a vested interest in making AI investments look attractive?
IBM may have a vested interest in calming (or even extinguishing) the AI fire, but they're not the first to point out the numbers look a little wobbly.
And why should I believe OpenAI or Alphabet/Gemini when they say AI will be the royal road to future value? Don't they have a vested interest in making AI investments look attractive?