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Spending is accelerating (again) despite the risk of a bubble, google, meta, microsoft and amazon plan to spend billions more on artificial intelligence than they already do. Ai infrastructure is now a key driver of us economic growth. Google, microsoft, meta and amazon all raised their forecasts for capital expenditures in their earnings reports this week

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Their announcements show that the hefty spending on artificial. The ai data center boom is warping the us economy microsoft, alphabet, meta, and amazon are investing tens of billions in data centers You might have seen mainft’s story on investor angst over big tech’s ai spending spilling into the bond market

It features some interesting jpmorgan research that’s worth digging into and.

How much are these ai companies spending on data centers And is their massive spending good news for investors or a cause for concern Read on for a deep dive into ai spending. 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.