Big tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cashflow negative, Evercore warns
- Posted on February 17, 2026
- By Fortune
- 4 Views
Big tech approaches ‘red flag’ moment: AI capex is so great hyperscalers could go cashflow negative, Evercore warns
“Capex too hot right now,” Bank of America warns clients.
