Big Tech’s big AI buildout will not end until someone stops it

After 4 of the biggest competitors successful the AI contention held quarterly net calls precocious past month, 2 things are clear: Big Tech is not done spending grounds amounts connected the AI information halfway buildout, and the AI information halfway buildout is not immoderate person to yielding its promised returns.

A 3rd happening is besides starting to go wide - Big Tech volition not beryllium slowing down, astatine slightest not connected its own.

Amazon, Microsoft, Alphabet, and Meta told investors they're readying to walk astatine slightest $720 cardinal connected CapEx this twelvemonth alone. Most of that volition spell toward AI infrastructure. That's connected apical of astatine slightest $1 trillion successful spending commitments that person bee …

Read the afloat communicative astatine The Verge.