IT capex is approaching 40% of all capex for the entire S&P (opens in new tab)

IT capex is approaching 40% of all capex for the entire S&P Charts of the Week: David Haber (@dhaber) "Every dollar since the invention of fire" is going into this AI capex build out — and equity can’t fund it all. Marc Rowan anticipates Wall Street & Silicon Valley teaming up much more frequently to fund this next tech supercycle. Video —