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00:00Microsoft, Google, Meta opened their wallets to go all-in on AI.
00:05Microsoft, Google, and Meta didn't just show off record profits.
00:09They announced they're about to spend even more building the digital cathedrals that will house their AI ambitions.
00:15Investors hoping for a chill quarter?
00:17The AI money bonfire has only just begun.
00:20At Meta, Mark Zuckerberg is apparently building a future where servers hum louder than your aunt's Facebook notifications.
00:25The company now expects to spend up to $72 billion this year, and CFO Susan Lee says next year's bill will be notably larger.
00:35Meta's AI recruiting spree has gotten so wild that some researchers are reportedly walking away with $100 million pay packages.
00:43Zuck insists the spending will prep Meta for the coming superintelligence era.
00:47Basically, he's stockpiling GPUs for Judgment Day.
00:50Google's parent company, Alphabet, is thinking even bigger.
00:53It now plans to blow $91 to $93 billion on capital expenses next year, up from a mere $75 billion earlier in 2025.
01:02Most of that will go into data centers and AI projects because apparently the internet isn't big enough yet.
01:08But it's paying off.
01:09Alphabet's quarterly revenue hit a record $102.3 billion, up 33% year over year.
01:16Its Gemini AI app now has 650 million users, growing faster than your unread Gmail count.
01:22Then there's Microsoft, whose cloud empire keeps getting, well, cloudier.
01:27The company spent nearly $35 billion last quarter alone, a 74% jump from last year, to feed the AI beast powering its partnership with OpenAI.
01:37CEO Satya Nadella insists it's all about building fungible data centers that can be endlessly upgraded as NVIDIA keeps dropping new GPUs like iPhones.
01:46Of course, some analysts are whispering bubble, as big tech races to outspend itself.
01:51NVIDIA is pledging $100 billion for AI data centers.
01:56OpenAI says it's planning a jaw-dropping $1.4 trillion in computing resources.
02:01If this really is a bubble, at least it'll burst in 4K, rendered beautifully by AI.
02:16In fact, it's hard for AI.
02:20In fact, if this fan radiates even harder now to阿裏 for AI.
02:22In fact, it brings a future view of insulin.
02:24Of course, we go where they need a need to get knocked over.
02:27Give them looking for science to make spawns unreaded info.
02:29Like share the video of 1990s, that we know House Unreaded-like viewers.
02:31Again, read it to Imagine that they are addingpoe.
02:33Male
02:34TOMORROW
02:37eline
02:39Census
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