Opinion: If AI sales growth is strong, AI operators' capital expenditure returns are expected to turn positive within 24 months.

Mars Finance News, June 27, renowned researcher Oguz Erkan conducted data analysis indicating that, based on current capital costs, operating profit margins of hyperscale cloud service providers, and depreciation periods, the return on investment for AI capital expenditures will turn positive when the ratio of revenue to depreciation and amortization is approximately 1.7-1.8 times. Currently, AI revenue is about 1.2 times the depreciation of capital expenditures. Oguz Erkan predicts that if AI sales growth remains strong, it could turn positive within 24 months.
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