Big Tech AI Capex Enters Its Trillion Era
Big Tech AI capex is no longer a side story hidden inside quarterly earnings calls. It has become the main plot of the modern technology economy, the kind of number that makes even seasoned investors pause before refreshing their spreadsheets. Over the past few years, the largest technology companies have been pouring historic amounts of […]
Alphabet AI Spending Raises Big Tech Stakes
The latest shock around Alphabet AI spending did not come from a weak quarter, a collapsing product, or a sudden loss of relevance. It came from something more complicated: a company still growing, still powerful, still sitting near the center of the internet economy, yet now spending so aggressively on artificial intelligence infrastructure that investors […]