This co-hosted podcast episode from Motley Fool Money focuses on analyzing the recent big tech earnings reports, specifically Meta and Microsoft. The hosts discuss Meta's massive capital expenditure in AI infrastructure, exceeding Wall Street expectations, and debate the strategic implications of this investment in the context of emerging competitors like DeepSeek. They also analyze Microsoft's burgeoning AI business, exceeding $13 billion in annual run rate, and discuss the significance of Azure's growth despite slightly missing analyst predictions. A key takeaway is the importance of a "fungible fleet" of data centers for companies like Microsoft to remain adaptable in the rapidly evolving AI landscape. The episode concludes without its usual second segment due to the extensive coverage of the earnings reports.
