AI Operator CapEx ROI to Turn Positive in 24 Months if Sales Growth Stays Strong, Says Analyst

According to researcher Oguz Erkan on June 27, artificial intelligence operators' capital expenditure return on investment (ROI) is projected to turn positive within 24 months if AI sales maintain strong growth. Currently, AI revenue stands at approximately 1.2 times the capital expenditure depreciation level. The ROI will flip positive once the revenue-to-depreciation ratio reaches 1.7 to 1.8 times, based on current funding costs, hyperscale cloud provider operating margins, and depreciation periods.
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