Episode Details
Back to EpisodesAI Capex Concerns & Big Tech 3/30/26
Published 5 hours ago
Description
CNBC’s MacKenzie Sigalos reports on Wall Street’s deepening unease with Big Tech’s AI spending spree, as Microsoft, Alphabet and Meta absorb a fresh wave of giant data center deals that show hyperscalers funding buildouts OpenAI and Anthropic could not support on their own.
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