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US telco capex fading as AI giants take center stage

SKU: GNI-04062025-1
80000.00 USD In stock Buy at Merchant

This document analyzes the near-term outlook for US telecom capital expenditures based on 1Q25 earnings from major operators. It compares current spending with forecasts and discusses trends in AI, LLMs, and data centers.

  • The ratio of capital intensity was above historic levels in 2022-23 but started to moderate in 2024.
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