Episode Details
Back to Episodes$145 Billion. The AI Spending Race Has No Finish Line in Sight.
Published 5 months, 2 weeks ago
Description
Meta just raised its 2026 AI capex guidance to up to $145 billion — ten billion higher than last quarter — even after posting its strongest revenue growth in five years. Microsoft isn't far behind. We break down last night's earnings, what the market's reaction tells us about investor patience, and what's happening with U.S. AI regulation as state laws multiply and the feds push back.