7-Yr Cumulative CapEx
$791.42B
Total capital deployed
7-Yr Cum. Depreciation
$412.18B
GPU & DC infrastructure drag
Yr 7 Projected Revenue
$131.84B
Required for Hurdle: $148.65B
Breakeven & ROIC Verdict
Year 5
Margin Drag
ROIC Spread: -1.8% vs Hurdle
7-Year Cumulative CapEx vs. AI Operating Cash Flow & Hurdle Frontier
Cumulative CapEx
Cumulative Revenue
Cumulative Depreciation
Required Hurdle Line
Year-by-Year Financial Ledger ($ Billions)
| Year | Annual CapEx | Cum. CapEx | Depreciation | AI Revenue | NOPAT | Net Free Cash | ROIC |
|---|