Big Tech
4 articles.
Big Tech's $3T Hidden AI Spending: The Accounting Trick
Big Tech carries $3 trillion in off-balance-sheet AI commitments—five times reported capex. Here's why investors are missing the real leverage.
Read story →OpenAI's ChatGPT Atlas: Why the "Chrome Killer" Failed
OpenAI shut down ChatGPT Atlas after 292 days. Here's why the "Chrome killer" failed and what it reveals about AI's path to market.
Read story →Big Tech's AI Capex Spending Just Hit a Breaking Point
Big Tech's AI capex spending just hit negative free cash flow. Amazon, Google, Meta, and Microsoft are burning billions on memory chip costs. Here's what happens next.
Forecast confidence72% · Moderate
Read story →Apple Sues OpenAI for Systematic Trade Secret Theft—and the Hardware Race Just Turned Legal
Apple sues OpenAI for systematic trade secret theft tied to the $6.4B Jony Ive acquisition. What the lawsuit means for the AI hardware race.
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