https://sinclairhuang.org/tags/ai-capex/ Recent content in Ai-Capex on Sinclair Huang, HEC Liège, Executive DBA Hugo -- 0.152.2 en-us Fri, 03 Jul 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-07-03-the-ai-capex-money-map-v02-america-spends-who-actually-keeps/ Fri, 03 Jul 2026 00:00:00 +0000 https://sinclairhuang.org/blog/2026-07-03-the-ai-capex-money-map-v02-america-spends-who-actually-keeps/ The AI Capex Money Map v0.2 — America Spends. Who Actually Keeps the Margin?From $650B to HBM, CoWoS and power — mapping who gets paid, who keeps margin, and when the bottlenecks move.Most people are