How the AI awakening is changing tech spending patterns

The podcast delves into the growing AI battles amongst tech giants like Google, Taiwan's semiconductor expansion, and Samsung's chip funding. It explores the shift in enterprise tech spending post the AI awakening, emergence of competition from OpenAI, Meta as llama, and anthropic, and the rise of AI projects impacting tech sector spending. The evolution of tech spending patterns in the AI sector, challenges faced by IBM and Oracle, and the dominance of AI in tech spending surveys are also discussed.