The $700 Billion Bet — Why Big Tech Is Gambling Everything on AI Infrastructure скачать в хорошем качестве

The $700 Billion Bet — Why Big Tech Is Gambling Everything on AI Infrastructure

In February 2026, Amazon, Google, Meta, and Oracle committed over $600B to AI infrastructure. Weeks earlier, SpaceX–xAI filed plans for one million orbital compute nodes. Every stock dropped. The market sees overcapacity risk. The companies see agent-driven demand curves that haven’t arrived yet. This episode breaks down: What $200B actually buys in data center infrastructure Why GPU utilization makes investors nervous The power bottleneck no earnings call explains Nuclear deals, grid constraints, and water politics Why orbital compute only makes sense for agents The three possible outcomes for this bet Who wins if efficiency improves Who wins if demand explodes And why vertical integration matters more than model benchmarks This is not about AI features. It’s about concrete, copper, silicon, and power contracts. The infrastructure is already being built. Seven hundred billion reasons to pay attention — and not a single one of them is a chatbot. #AIInfrastructure #AICapex #BigTech #DataCenters #AIArmsRace #CloudComputing #ArtificialIntelligence #GPUCompute #TechStrategy #VerticalIntegration #EnergyAndAI #TheMachinePulse