MSFT, GOOGL, META are spending $60-100B+ annually on AI infra partly to own the ... | Hacker News

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clearstack 3 months ago | parent | context | favorite | on: AI subscriptions are a ticking time bomb for enter...

MSFT, GOOGL, META are spending $60-100B+ annually on AI infra partly to own the cost floor. the moat isnt the model, its the infrastructure.

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