AI arms race is only just getting started: podcast
Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.
Microsoft, Alphabet, Amazon.com and Meta Platforms are set to spend $320 bln this year on data centres and other kit to power advanced chatbots. In this Viewsroom podcast, Breakingviews columnists explain why investors are willing to support a long game that will yield a return.
(The hosts are Reuters Breakingviews columnists. The opinions expressed are their own.)
FURTHER READING
AI power demand is generating hallucinations
Microsoft's AI future is trickier to price today
Capital intensity will reprogram Big Tech values
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