The scale and speed of investment flowing into AI continues to accelerate, but this latest analysis raises an important question: can OpenAI realistically keep pace with more than $1tn in long‑term commitments across cloud, chips and infrastructure? As the industry races ahead, the sustainability of these massive partnerships with Microsoft, Oracle and Broadcom will shape not only OpenAI’s future, but the broader AI ecosystem. A timely reminder that innovation isn’t just abo

OpenAI has been at the centre of the AI boom, but new analysis suggests the foundations of that trillion‑dollar ecosystem may be showing early signs of strain. From rising infrastructure costs to slowing user monetisation and ripple effects across the semiconductor supply chain, the latest insights from Aubrey Capital Management raise important questions about what comes next for the industry. If you’re following the future of AI, investment cycles, or the sustainability of c

AI is driving markets, but investors are asking tougher questions about capital expenditure. In his latest piece for Professional Wealth Management , Tom Dalrymple, Gobal Equity Analyst of Aubrey Capital Management , explores the “capex conundrum” facing hyperscalers like Microsoft, Alphabet, Meta, and Amazon. While cloud revenues and AI innovation continue to soar, the sheer scale of spending — projected to exceed $480bn in FY26 — is sparking debate about sustainability, f

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