Big Tech’s $400 Billion AI Arms Race: Why Even That Might Not Be Enough
Oct 31, 2025•9 min
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Episode description
Amazon, Microsoft, Google, and Meta are set to spend over $400 billion in 2025 on AI chips, data centers, and power infrastructure — yet executives warn demand still exceeds supply. The unprecedented investment marks the largest tech buildout in history, reshaping global energy, hardware, and innovation landscapes.
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