The biggest names in tech are spending at a record pace to power their AI ambitions over $78 billion last quarter alone on data centers and chips. That's testing investor patience as Meta, Microsoft and Google warn of even higher outlays ahead. Pierre Ferragu, New Street Research Global Team Head: Technology Infrastructure joined Bloomberg Open Interest to talk about the surge in AI spending and what it means for big tech.
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AI Spending Spree Rattles Wall Street
Published 1 week ago
Oct 30, 2025 at 1:52 PM
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