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fromFortune
2 weeks ago
Artificial intelligence

Big Tech's $630 billion AI spree now rivals Sweden's economy, unsettling investors: 'We've never invested this much on anything before' | Fortune

Big Tech is committing over $630 billion in capex, concentrated largely on large-scale AI compute and data center infrastructure.
fromBusiness Insider
4 months ago
Artificial intelligence

Kong CEO says the AI bubble may blow up, but hyperscaling will be worth it

Massive AI infrastructure spending may be unsustainable due to energy constraints, but the buildout could be necessary for long-term economic transformation.
fromFortune
2 weeks ago
Artificial intelligence

Big Tech's $630 billion AI spree now rivals Sweden's economy, unsettling investors: 'We've never invested this much on anything before' | Fortune

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Business
from24/7 Wall St.
1 month ago

Here's Why AI Bubble Fears Are Overblown

AI bubble fears are overblown; rising big-tech spending and persistent supply bottlenecks support continued long-term growth and investment opportunities.
Artificial intelligence
fromIT Pro
3 months ago

Google CEO Sundar Pichai sounds worried about a looming AI bubble - 'I think no company is going to be immune, including us'

An AI investment bubble could harm every company if it bursts, though large firms like Alphabet and Google are better positioned to weather market shocks.
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