BREAKINGVIEWS-AI arms race is only just getting started: podcast
By Jonathan Guilford, Aimee Donnellan
NEW YORK/LONDON, June 5 (Reuters Breakingviews) - Follow on Apple or Spotify. Listen on the Reuters app. Read the episode transcript.
Listen to the podcast
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.
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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