LIFESTYLE
The $200 Billion Line Nobody Reads: AI Capex Depreciation Is Quietly Writing Big Tech’s Earnings
Hyperscalers will spend ~$760B on AI in 2026 but recognise only ~$211B of depreciation. Longer server useful-life assumptions add roughly $46B to 2026 profit alone. Here is why AI capex depreciation, not capex itself, is the real earnings-quality story.
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Oil Above $100, and the Bond Market Shrugged. That Gap Is the Whole Story.
Brent pushed oil above $100 and pump prices jumped 20% – yet 10-year inflation expectations sit at 2.24%. Here is what that gap really says about your portfolio.
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The AI Tax Nobody Voted For: Your Power Bill Is Now a Line Item in Big Tech’s Capex
AI electricity prices are climbing fastest exactly where data centres cluster – 15%+ in PJM territories. Who really pays for the AI buildout, and how to get on the right side of the meter.
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WEALTHARIAN Community
The $200 Billion Line Nobody Reads: AI Capex Depreciation Is Quietly Writing Big Tech’s Earnings
Hyperscalers will spend ~$760B on AI in 2026 but recognise only ~$211B of depreciation. Longer server useful-life assumptions add roughly $46B to 2026 profit alone. Here is why AI capex depreciation, not capex itself, is the real earnings-quality story.
