

Big Tech's AI Spending Spree
Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refueling cloud growth at Amazon and…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
Similar episodes from other shows
More like Motley Fool Hidden Gems Investing →
#311: Are We in an AI Bubble?

AI's Spending Problem: When Does the Massive Cash Burn Start Paying Off?

AI's Next Test: Alphabet Earnings 7/22/26

Apple’s $520B Loss, and FedEx Delivers Big Returns
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.


