Post #6868

💰Big Tech is transforming from software giants into infrastructure empires Amazon, Alphabet, Microsoft, and Meta are pouring unprecedented amounts of money into AI infrastructure, data centers, GPUs, networking, and power systems turning the AI race into one of the most expensive tech buildouts in history. Total investment commitments have now reached roughly $725 billion. The shift is already hitting profitability: • Combined free cash flow for the four companies could drop to just $4 billion in Q3 • After the pandemic, these same companies were generating around $45 billion per quarter on average • AI is no longer just a software business, it’s becoming an infrastructure war requiring massive capital, energy, and hardware ownership The biggest winners may not just be AI model makers, but the companies controlling the compute, chips, and energy pipelines behind them. Source. @aipost🏴