Big Tech is going all-in on AI, with a projected $325 billion in capital expenditures for 2025—but is it a smart bet? In this episode, we break down what CapEx is, why companies like Amazon, Microsoft, Google, and Meta are spending massive sums to build AI infrastructure, and how Wall Street is reacting. While Nvidia remains the biggest winner of this spending spree, open-source AI models like DeepSeek could disrupt the market. Plus, we analyze why Meta is thriving while other tech giants face growing investor skepticism—tune in for the full breakdown!
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