however, thats true across the entire u.s. market. you’re confusing things. it’s not at all spectacular that they spent this much ^ on AI. its happening in every business. its actually the mag 7 (the regular biggest u.s. companies- facebook/meta, tesla, apple, google, microsoft, nvidia, amazon) who spent the most on it, (ai stuff), by far. palantir could be considered a close 8th or 9th. anyway, the funny thing about it is, most people in the stock market and in the know are worried that the whole thing, and i mean the whole thing is overspending, and that there might be a sort of whiplash if they cant fulfill their projections (spending is mostly just on capacity- spending for more huge data centers, just thinking that ai use will multiply and multiply) . anyway- if its anything though like the last thing you could compare this to, which is when good internet infrastructure was first being laid down, fiber optic & stuff, in one of the earlier internet spending rushes- it was overbuilt at first, but then, everyone did find a use for it and it makes up the basic backbone we still use today.
however, thats true across the entire u.s. market. you’re confusing things. it’s not at all spectacular that they spent this much ^ on AI. its happening in every business. its actually the mag 7 (the regular biggest u.s. companies- facebook/meta, tesla, apple, google, microsoft, nvidia, amazon) who spent the most on it, (ai stuff), by far. palantir could be considered a close 8th or 9th. anyway, the funny thing about it is, most people in the stock market and in the know are worried that the whole thing, and i mean the whole thing is overspending, and that there might be a sort of whiplash if they cant fulfill their projections (spending is mostly just on capacity- spending for more huge data centers, just thinking that ai use will multiply and multiply) . anyway- if its anything though like the last thing you could compare this to, which is when good internet infrastructure was first being laid down, fiber optic & stuff, in one of the earlier internet spending rushes- it was overbuilt at first, but then, everyone did find a use for it and it makes up the basic backbone we still use today.