Big Tech’s big AI buildout will not end until someone stops it
AI summary
Editorial policyFollowing quarterly earnings calls from four major AI competitors, it is clear that Big Tech continues record spending on AI data centers while promised returns remain elusive.
Key points
- •Four of the biggest competitors in the AI race held quarterly earnings calls late last month.
- •Big Tech is not done spending record amounts on the AI data center buildout.
- •The AI data center buildout is not any closer to yielding its promised returns.
#Semiconductors & Infrastructure#Major Players