AI Capex Reality Check: Big Tech Earnings Week for Founders
This is a big week for anyone who watches the AI boom, because Bloomberg’s preview of Big Tech earnings asks whether the $800 billion-plus in planned AI capital spending is paying off. Alphabet and Microsoft report on October 28, and Amazon follows on October 29.
If you run a small company, this can feel distant. It is not. The same debate drives funding, vendor pricing, and how long today’s cheap AI tools will stay cheap, a worry we explored in our look at AI bubble fears.
The Numbers Behind the Worry
Meta has already reported, and its results show the tension clearly. Revenue…
The skinny
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