But the outlays from google, meta, microsoft. Big companies could fund four years’ worth of snap benefits from what they’re spending on ai It may not be a bubble but the numbers in ai are bonkers. Wall street fears over ai spending are misplaced Big tech earnings show the real story Today, i'm breaking down the extraordinary evolution of the four companies leading the ai revolution
Openai, anthropic, google ai, and xai The velocity of value creation Big tech’s ai spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter trillion dollars predominantly towards ai. Why the ai spending spree could spell trouble for investors as big tech pours trillions into ai infrastructure, history warns of overinvestment, shrinking returns, and rising risks.
WATCH
