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That $961 billion includes things like airplanes and bullets, tech companies are only getting a taste of that pie not anywhere close to the whole thing.
by QuiEgo 8mo ago
That $961 billion includes things like airplanes and bullets, tech companies are only getting a taste of that pie not anywhere close to the whole thing.
- nickysielicki 8mo agoObviously, but that's a huge number and some tens-of-billions amount of that absolutely does flow towards hyperscalers. Contractors need compute.
- QuiEgo 8mo agoAmazon's stake in Anthropic is (was?) worth $61 billion. https://www.businessinsider.com/amazon-ai-bet-anthropic-soars-61-billion-valuation-2026-2 https://www.businessinsider.com/amazon-ai-bet-anthropic-soar... It will be interesting to see how they handle this.