2 days ago
AI Spending Nears Dot-Com Era Levels as Hyperscalers Ramp Up Infrastructure Inve...
TLDR: Goldman Sachs forecasts hyperscalers will direct about 98% of operating cash flow into CapEx by 2026. AI spending is approac...
May 24, 2026
AI Revenue Loop: Are Big Tech Cloud Deals Built on Circular Accounting?
TLDR: OpenAI and Anthropic make up over half of Big Tech’s $2 trillion future cloud backlog combined. Microsoft’s $13B OpenAI inve...
May 16, 2026
The Compute Cartel: How Microsoft, Amazon, and Google Control Every Major AI Lab
TLDR: Amazon, Microsoft, and Google invest billions in AI labs, then collect that money back as locked-in cloud revenue. Within 16...