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Aug 21
1h 5m

Big Tech’s Insane Hidden AI Spending, Ra...

Alex Kantrowitz
About this episode
Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Big Tech is spending trillions more than it tells us on AI infrastructure 2) The mechanisms of the off-balance-sheet AI buildout 3) What would happen if these projects were on the balance sheet? 4) Can Wall St. actually not figure this out? 5) Will the tech giants ... Show More
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