Today’s earnings showed the AI data center buildout physically cannibalizing consumer PCs and forcing tech giants into debt and dilution, while Eli Lilly used overseas price cuts to self-fund domestic factories.
- Intel is converting Oregon PC chip lines into server lines as memory costs crush computer sales.
- Amazon borrowed $48B in Q3 while pouring $64B into private AI labs backing its cloud backlog.
- Eli Lilly cut overseas prices 29% to drive 76% volume growth and self-fund $11.5B in U.S. plants.
Even as AMZN, INTC, and SNDK posted surging data center growth, investors punished heavy 2027 capital bills and circular financing in favor of LLY's self-funded volume expansion.
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