Episode 09 — The $2.5T AI Investment Wave

Podcast··38:00

AI spending is racing toward $2.5T in 2026. We unpack where the money goes, how it compares to historic projects, and what this means for businesses building on AI.

Chapters

  1. 01:00Why global AI spend is approaching $2.52 trillion
  2. 09:00Big Tech's capex war: Amazon, Alphabet, Microsoft, and Meta
  3. 18:00From Manhattan to Apollo: how today’s numbers compare historically
  4. 29:00The business implications: cost pressure, access, and competitive advantage