🐋 WHALE WATCH: Big Tech is going all in on AI and the numbers are staggering.


Hyperscalers like $MSFT and $GOOGL are projected to spend up to $700 billion this year alone. They are doubling their debt to fund this infrastructure which leaves almost no room for mistakes.
We are moving from a phase of high earnings to a phase of massive capital bets.
Is the AI revenue going to justify this spend ?
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