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Big Tech

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// recent coverage 26 mentions

11:15
2026-08-19
awealthofcommonsense.com
artificial-intelligence

Animal Spirits: The Best Bear Case on AI

The Wall Street Journal reports that Big Tech's AI spending is $3 trillion higher than it appears, according to a new analysis. The figure accounts for hidden costs such as depreciation, equity-based …

08:19
2026-08-17
promptcube3.com
artificial-intelligence

Big Tech is spending way more on AI than the balance sheets

Big Tech's AI spending is significantly understated on balance sheets due to hidden costs in energy infrastructure, talent acquisition, and operational inefficiencies, according to an analysis of the …

03:28
2026-08-12
promptcube3.com
artificial-intelligence

Big Tech spent trillions on AI but the ROI is still a ghost

Big Tech's trillion-dollar AI infrastructure investments are yielding little return, with the industry facing a potential write-down if scaling laws plateau, according to an analysis of the sector's c…

22:00
2026-08-01
dev.to
ai-infrastructure

The trillion-dollar AI hole: where is the revenue?

A developer argues that massive investments in AI data centers will not yield returns, calling it one of the biggest capital misallocations in tech history. The post highlights that tech giants are am…

19:13
2026-07-31
investors.com
artificial-intelligence

Wall Street To Big Tech: Show Us The Money In Pricey AI Race

Wall Street is pressuring Big Tech to demonstrate returns on costly artificial intelligence investments, as investors grow wary of mounting AI spending without clear revenue gains. The demand follows …

04:43
2026-07-29
promptcube3.com
artificial-intelligence

Chip Stocks: Why the AI Hype Cycle is Hitting a Wall

Semiconductor stocks are sliding across US and Asian markets as investors shift from the AI hype cycle to demanding proof of returns on massive capital expenditures. Big Tech is spending billions on N…

11:02
2026-07-27
profgmedia.com
artificial-intelligence

Big Tech Has $1.65 Trillion in Hidden AI Debt

Big Tech is carrying $1.65 trillion in hidden AI debt, according to a report. Treasury yields hit a 19-year high as tariffs and the Iran war escalate, with the 30-year Treasury yield reaching 5.18%, i…

10:02
2026-07-27
profgmedia.com
artificial-intelligence

How Big Tech Offloaded The Risk Of AI

Scott Galloway and Ed Elson argue that Big Tech has offloaded the risks of its AI buildout through off-balance-sheet obligations, which investors should scrutinize. They also warn that rising oil pric…

14:46
2026-07-24
jacobin.com
ai-policy

Critics of AI Aren’t Anti-Tech Extremists

A new US intelligence document warns of potential 'anti-tech violent extremist activity' targeting data centers, but critics argue this framing unfairly silences legitimate opposition to AI infrastruc…

17:27
2026-07-03
disconnect.blog
ai-infrastructure

Why I wrote Hyperscale

Author describes growing global opposition to data centers, citing protests and blocked projects in England, Australia, Canada, and the US, driven by rising power bills, water pollution, and noise. Th…

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