BofA launches AI tracker as Claude leads intelligence rankings
We haven't written up this one. Investing.com has the full story — the link below goes straight to it.
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Analysis: nine top tech companies including Alphabet and Meta had ~$3T of AI-related off-balance-sheet commitments, far exceeding their $600B in reported capex (Wall Street Journal)
Massive spending commitments for data-center leases and chips aren't shown on companies' balance sheets