Meta, Microsoft, Google, and Amazon are pouring nearly $400B into AI infrastructure this year—more than the EU’s defense budget and over 1% of US GDP. This wave rivals the fiber boom of the '90s and now outpaces consumer spending in driving US growth. Wall Street’s tone has flipped, with Microsoft and Meta showing real AI revenue, while Google navigates supply limits and Amazon draws fire for moving slowly. It’s a new era where infrastructure—not just code—defines dominance.
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