The AI Spending Spree Comes With a Catch
Sam Palmisano says the AI boom is built on long-cycle bets in data centers, chips and energy, even as AI software changes at breakneck speed. If adoption slows or cheaper Chinese open-source models gain traction, Big Tech may have to rethink the spending plans behind today’s AI race. (Source: Bloomberg)
We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.