HSBC, General Atlantic CEOs flag AI capex-revenue mismatch, 'irrational exuberance'
- Posted on November 4, 2025
- By CNBC
- 5 Views
HSBC, General Atlantic CEOs flag AI capex-revenue mismatch, 'irrational exuberance'

The computing power for AI is needed, but companies' revenue profile can't necessarily justify the spend needed, HSBC CEO Elhedery said.