Radar - by nexxworks: Is China’s next tech miracle here? Meta’s AI bet, TikTok twists & Musk’s “cash thing”
Radar - by nexxworks
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CapEx craze: hyperscalers spend on AI
Peter outlines massive 2026 AI data-center CapEx by AWS, Microsoft, Google and Meta and puts it in historical context.
Play episode from 36:24
Transcript
