8 articles
Alphabet's revenue rose 24 percent last quarter while its depreciation bill jumped 42 percent and its free cash flow went negative. The gap between reported profit and real cash comes down to one accounting choice: how long a company pretends its AI chips will last. Michael Burry estimates that choice hides roughly 176 billion dollars of overstated profit across Big Tech.
While eyes are on Nvidia's stock price, a quiet $300 billion shift to private credit is offloading AI risk onto municipal taxpayers. The Bank for International Settlements just flashed a warning light on the opaque debt fueling the data center boom.
Jensen Huang called the rumors "nonsense," but the math is undeniable. With a projected $14B burn rate for 2026, OpenAI cannot survive on Nvidia's margins. Amazon's $50B investment isn't just funding; it's a paid migration to Trainium that threatens to break the H200 monopoly.
Microsoft's $750 million investment in Perplexity isn't about Azure credits. It is a strategic weaponization of Amazon's own antitrust nemesis. Here's why the 'Comet' browser agent is the most dangerous app in the world for Jeff Bezos.
OpenAI is burning $17 billion per year and trading equity for chips because it cannot afford Nvidia hardware. This is not growth. This is survival.
Big Tech is bypassing the grid to buy entire nuclear power plants, sparking a federal regulatory war over who pays for the nation's infrastructure.
Kiro's full 2026 price list, what a credit actually costs, how to use it for free, and the startup program that still hands VC-backed teams up to a year of Pro+ - worth up to $14,400.
Amazon plans to invest up to $50 billion to expand AI and supercomputing capabilities for AWS U.S. government customers, adding nearly 1.3 gigawatts of capacity beginning in 2026.