There's no question that we are in the midst of making one of the largest industrial infrastructure bets in United States history. 8 major companies—Microsoft, Amazon, Google, Meta, Oracle, OpenAI, and others—are expected to invest over $300 billion in AI infrastructure in 2025 alone.

Found this via a blog post by Cory Doctorow.

Fascinating analysis on market structure, future scenarios and use of what is essentially accounting fraud my major players in the “AI” space.