A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital with a short payback schedule.
Source: [MarketWatch](https://www.marketwatch.com/story/ai-capex-could-hit-1-6-trillion-next-year-says-fund-manager-who-sees-more-echoes-of-1998-than-the-dot-com-bust-0576b598?mod=mw_rss_topstories)