Daily Tech News Show What earnings say about Big Tech’s AI gamble - DTNS 5136
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Oct 30, 2025 Universal Music inks a game-changing deal with Udio for AI-generated music, ensuring artist involvement. The hosts dive into the earnings of tech giants like Microsoft and Meta, pondering a potential AI bubble and the future winners in a landscape of immense corporate spending. Discussion heats up around trade tensions between the U.S. and China, alongside NVIDIA's chip access. Samsung's browser makes its Windows debut, and Google adjusts its Play Store policies post-Epic ruling, opening doors for external payment links.
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Big Tech's Massive AI Bet
- Major tech firms are spending heavily now on AI infrastructure expecting future payoffs, totaling nearly $80 billion across Microsoft, Alphabet, and Meta.
- Investors worry about sustainability of profit growth amid these long-term AI bets and may trigger market corrections.
Divergent AI Strategies Among Giants
- Meta is betting big on a super-intelligence future while Alphabet and Microsoft pursue incremental AI integration into products.
- Not every large company can win the same AI category; market concentration among a few winners is likely.
AI Infrastructure Aims Beyond Chatbots
- Tech companies are building AI infrastructure that they position as powering much more than chatbots — potentially entire systems and services.
- This justifies massive, rapid investment from firms aiming to be long-term AI platform leaders.