✅ Final Thoughts Friday for 2025-08-01
🤖 + 💰 The big story this week isn’t a single product launch but the staggering scale of AI value chain infrastructure investment.
Meta, Microsoft, Amazon, and Alphabet alone are set to drop the GDP equivalent of the entire Chilean economy on their AI value chain infrastructure just this year.
Meta, Alphabet, Microsoft, and Amazon have collectively spent ~$90B on capex in their most recent quarters and are expected to spend over $344B for the year
From Bloomberg. View the full context on Techmeme.
