great article BC 🙂 thanks for sharing
Earnings around the corner... really exciting week
good luck with your trades 🍀🍀🍀🍀🍀🍀🍀🍀
@Barcode：$Microsoft(MSFT)$ 🤖🚀⚡ AI Arms Race: Big Tech’s Billion-Dollar Binge ⚡🚀🤖 The age of artificial intelligence is no longer a concept, it’s a capital crusade, and Big Tech is splashing out like it’s 1999, only this time with quantum ambitions. Just look at the attached chart: combined capex by Amazon, Microsoft, Alphabet, and Meta soared to a record-breaking $70 billion in Q4 2024. That’s more than triple the levels seen back in early 2020. The AI-fuelled gold rush is accelerating, and no one’s lifting their foot off the gas. At the centre of this exponential escalation? Google, or more precisely, Alphabet. Their announcements this week at Cloud Next sound less like a tech update and more like a sneak peek into a sci-fi future. Here’s what’s sending shockwaves through Silicon Valley: 🔥 TPU Ironwood: Google’s seventh-generation AI chip delivers a staggering 3,600 times performance boost compared to their first public TPU. It’s also 29 times more energy efficient, enabling next-gen models with far less environmental strain. This is more than an upgrade, it’s a leap into a new dimension of compute. ⚡ Cloud WAN: Alphabet is opening the doors to its private global fibre infrastructure, spanning over two million miles and connecting more than 200 countries. With 40 percent faster application performance and up to 40 percent reduction in total cost, it’s already powering the likes of Nestlé and Citadel. Now it’s available for everyone. 🧠 Gemini 2.5: The new flagship model is capable of advanced reasoning and leads the Chatbot Arena leaderboard. It scored the highest ever on “Humanity’s Last Exam”, a brutal benchmark meant to test reasoning at the highest level. Gemini 2.5 is live now in AI Studio, Vertex AI, and the Gemini app. 🧪 Quantum Leap – Willow Chip: Google’s latest quantum chip, Willow, cracked a problem that baffled physicists for 30 years. By solving quantum error correction, they’ve just cleared the path for large-scale, reliable quantum computing. We’re talking exponential error suppression using more qubits — real sci-fi-level stuff. 🎬 AI in Creativity: Gemini and Veo 2 are powering content for global film studios and ad giants. This isn’t just about automation, it’s about giving AI a director’s chair, a storyboard, and creative input. Welcome to the AI renaissance of storytelling. The scale of this is hard to fathom. From custom silicon and global fibre networks to foundational models and quantum computation, Google is no longer just cataloguing the world’s knowledge. It’s actively shaping the next frontier. And they’re not alone. Microsoft is pouring billions into its AI-infused cloud stack. Amazon is hoarding GPUs like they’re gold bars. Meta is doubling down on open-source LLMs and custom silicon to reduce cost per inference. Everyone is sprinting, but only a few will define the pace. 📊 Key Insight: This isn’t scattershot spending. It’s a deliberate land grab for the future of infrastructure, compute, and intelligence. The new moats aren’t brand or scale, they’re capex, chips, and data pipelines. 💥 Contrarian Take: While the world obsesses over generative apps and chatbot UX, the true power lies in the invisible infrastructure — chips, networks, and foundational models. That’s where margins, pricing power, and defensibility are being built. 🧐 What to Watch: • Upcoming earnings guidance from Alphabet, Microsoft, Meta • GPU demand pressure and AI infra bottlenecks • Capital rotation into hyperscaler-aligned ETFs • M&A heat in the chip design and networking space Hey Tiger Traders, are we witnessing the beginning of a decade-long capex supercycle in AI, or will the market demand real monetisation before this spending spree gets too far ahead of itself? 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments @TigerPicks @TigerStars @Daily_Discussion @TigerWire Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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